CFP®, Managing Director
Nick serves as Managing Director for Apexium Financial, LP and is responsible for financial planning and wealth management for clients in the Greater Washington, DC area.
Nick works diligently to understand all aspects of the client’s situation and works with the team at Apexium to create a tailored plan to help them achieve their definition of financial success.
Prior to working at Apexium Financial, LP, Nick spent 14 years as a Financial Adviser at Fidelity Investments and T. Rowe Price.
Nick is a CERTIFIED FINANCIAL PLANNERTM and also earned a M.B.A., Finance, and B.S. from Johns Hopkins University in Baltimore, MD. Nick is originally from Ellicott City, MD, and lives in Northern VA with his wife and 3 children.