Focus
Nic is passionate about helping people of all backgrounds reach their financial goals through strategic and smart planning. He believes that everybody deserves good advice and honest guidance.
Throughout his childhood he watched his mother work hard to provide him and his sister the financial security to thrive, often working longer than planned. Learning from his family and other influential people in his life inspired him to help others achieve their goals for themselves and their loved ones.
In Nic’s own words, his passion can be explained this way, “The passion I have for what I do comes from an understanding that life is what you make it and it’s up to me to make the most of it which I do by helping you make the most of yours because that’s where I find my purpose.”
Learn More about Nic
Background and Experience
Nic began his financial services career in 2015 while attending Adrian College as an intern with Michael Cox, CFP® which was the start of a deep friendship. A few years later after graduating with a Bachelor of Business Administration with a Concentration on Finance he and Michael became partners.
Through these experiences and training Nic has acquired the conceptual knowledge and real life experience to accurately analyze a person’s financial situation, the economy, and markets. At Coastal Bay Wealth, clearly defined financial goals are the bedrock of Nic’s financial advisory practice.
Applying his belief that it is his job to help his clients make the most of their lives means that he gives his all to his clients. He provides personalized wealth management guidance by first, listening and understanding what truly matters most to them.
away from the office
Nic grew up in Michigan but relocated to Florida after high school before returning to Michigan for college. Along with their dog, Luca, Nic with his wife, Lexi live in New Port Richey, FL. Alexis is a Real Estate Agent and Freelance Marketing Specialist. He has family linked from Michigan to Florida with his father and a majority of his family still in Michigan, his mother in Florida, and his sister and her husband in Ohio.
Outside of the office, Nic enjoys the game of hockey. He stepped into his first pair of skates as soon as he could walk beginning a love of the game that saw him playing competitively through college. A fun, casual game of golf, fishing – fresh or saltwater, and a passion for music – specifically southern rock, rap, and the blues, keep Nic busy when he isn’t in the rink or spending time out on the water.
Living his belief that life is what you make it means that Nic is actively involved in community service. He is an active member and the current president for the Rotary Club of Holiday. Making an immediate impact in his first year of membership, he was honored with the “Service Above Self” award in recognition of outstanding service and dedication to the club. Another honor was more recently presented to him which was a result of being consistently active in the club and he was awarded the 2021 – 2022 Board Member of the Year which he takes great pride in.