Nick is a CFP® Professional with over 15 years of experience in the financial services industry working with successful individuals, entrepreneurs, and institutions. Nick's primary focus is to help his clients make smart financial decisions to work toward their most cherished life goals. Prior to joining Mercer Partners in 2019, Nick worked in various financial advisory and management roles at Wells Fargo, Bank of the West, and Morgan Stanley. Nick holds a bachelor's degree in Communications from California Polytechnic State University at San Luis Obispo, and a master's degree from Saint Mary's College in Financial Analysis & Investment Management. He is a member of the Global Association of Risk Professionals and an affiliate member of the CFA Society of San Francisco. Nick lives in Walnut Creek with his wife and two young children. Nick enjoys golfing, fishing, and everything sports.