Nico joined the team in 2024 as a Client Services Assistant and supports the advisory team with meeting preparation, financial plan development, and research. He works closely with advisors to ensure recommendations are thorough, accurate, and aligned with client goals.
Nico graduated in 2025 with a Bachelor of Science degree in Finance from Boise State University. He holds his Series 7 registration and is actively pursuing further professional education.
His work focuses on attention to detail, supporting the advisory team, and learning the ins and outs of comprehensive financial planning.
Outside of the office, Nico enjoys staying active through fitness training, golf, and surfing. He values time spent with family, friends and his faith. He is committed to continuous learning and professional growth within the financial planning industry.