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What path led you to wealth management?

Finance has always interested me, stemming from my time growing up as the neighborhood lawnmower when every dollar that didn’t go towards baseball gear was put into my savings account. I carried that interest through college where I received a financial management degree. Once I’d experienced what we do for people at TFO, it became clear that wealth management is what I’m meant to do.

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Why did you join TFO Wealth Partners?

My first job out of college was selling life insurance for Northwestern Mutual. It didn’t take me very long to realize that I wanted to do more for clients long-term. Tad Sobieszczanski, my college roommate of three years knew I was interested in expanding my experience and had nothing but good things to say about his experience working at TFO. He encouraged me to apply, and the rest is history.

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What most excites you about your work?

I get to help families plan through and effectively weather complex situations. On top of that, I get to do so alongside a group of exceptional colleagues.

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What has been your most rewarding career experience?

It’s impossible to pinpoint just one moment, but any time I can help give a client peace of mind or make their lives a little smoother during a tough time, it’s a great feeling. This really emphasizes why and what we do here at TFO.

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What personal accomplishments are you most proud of?

I had the privilege of attending, playing baseball, and graduating from Hillsdale college where I made many lifelong friends.

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What are some of your life's biggest influences?

My parents are two of the hardest working, selfless, and most faithful people I know. I’ve also surrounded myself with an amazing group of friends from several different walks of life who inspire me in different ways.

Education

Hillsdale College
B.A. Financial Management

Hobbies and Interests

  • Golf
  • Baseball
  • Cooking/Grilling
  • Rollerblading with my dog Brantley
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Learn more about Nick’s story and his journey within our firm.

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