Joined Curi Capital
March 2022
Education
- BBA in Finance, University of Wisconsin – Oshkosh
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Financial Planning & Information Services, Inc., Financial Planning & Operations Assistant
- Lineage Retirement & Wealth Management, Financial Planning Intern
Bio
Nick joined Curi Capital in 2022. He has worked on the firm’s wealth management teams in Milwaukee and Washington, D.C. As a wealth advisor, he creates and manages comprehensive financial plans for individuals and their families. He is passionate about helping clients maximize their financial well-being through investment, tax, estate, and insurance planning.
Prior to Curi Capital, Nick was at another registered investment advisory firm in northeastern Wisconsin. He also spent six years serving in the United States Marine Corps Reserves in Great Lakes, IL. He is passionate about volunteering for causes that support the military community and as a CFP® board mentor, helping others prepare for the exam. He enjoys spending his free time reading about history, avidly following Wisconsin’s professional sports teams, and traveling with his wife.