Financial security. Cash flow optimization. Risk management.
Nick joined The Bulfinch Group in January 2023. Prior to Bulfinch, Nick worked as a Research Analyst for Browne Realty Advisors LLC. As a young person, Nick witnessed first-hand others close to him not having the financial confidence or clarity to navigate through life’s financial challenges. He observed first-hand the implications of financial disorganization and its impact that it had on their lives — and the effects of the 2008 financial crisis created additional financial uncertainty and compounded the financial imbalance. These events have stuck with Nick. He knows that good financial organization can be time consuming and helps to make it easier to get organized and take control of personal finances.
As a Financial Representative with The Bulfinch Group, Nick is able to combine his financial and analytical experience with his desire to help people achieve financial organization and wellness. His mission is to help people achieve security, clarify and confidence, and ultimately balance, with their financial world in achieving what they want to do most in life.
When Nick is not working, you will find him cooking, hiking, cranking 60s and 70s classic rock music, visiting museums as well as frequenting art gallery openings.
Nick earned his B.A. in English from Hobart & William Smith Colleges. During his tenure, Nick broadcasted a radio show, WHWS 105.7. The radio station carried classic rock music and was a fun extracurricular activity as a student.
Nick currently resides on Beacon Hill in Boston and grew up in Dedham, MA.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.