Nick joined Bluestone Wealth Partners in 2016 and has over 5 years of experience in the financial services industry. Working closely with Ric and Adam, he is responsible for creating, implementing, and personalizing comprehensive investment, retirement, risk management, and estate planning solutions. He enjoys working with young professionals focused on accumulating assets and establishing a financial foundation.
Nick is a CERTIFIED FINANCIAL PLANNER™. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in the client’s best interest. As a CFP® professional, Nick is trained to deliver the highest standard of financial planning and develop strategies for clients to achieve their short and long term financial goals. Nick graduated in 2013 from the Fisher College of Business at The Ohio State University with a B.S. degree in business administration, specializing in finance and insurance. Nick holds his FINRA Series 6, 7, 63, and 66 registrations as well as state of Ohio life and health licenses.
Nick lives in Columbus with his wife, Jenni, and enjoys golfing, traveling, and spending time with friends and family.