Nick is an Asset Transfer Associate here, playing a key role in ensuring the smooth and efficient movement of client assets. He works closely with our team to deliver attentive service and help meet each client’s unique financial needs.

He’s currently completing this finance degree at Utah Valley University, with graduation expected later this year. Before going our team, Nick built a strong foundation in client support through his experience as a paralegal, where he developed a keen eye for detail.

Outside of work, Nick enjoys golfing, camping, and watching sports. His favorite moments, however, are spent with his family.