Client Service Associate
Nick joined Riverpoint Wealth Management in 2023 as a Client Service Associate. Nick provides financial planning support to our wealth managers and service support to our clients.
Prior to joining Riverpoint, Nick began his career working with Cetera Investors as well Vanguard. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science concentrated in Financial Planning.
Nick currently resides in Lincoln Park and enjoys music, hockey, and spending time at the beach and zoo.
Q&As with Nick
Q: Where did you grow up?
A: I grew up in Palos Heights, Illinois. We lived right near the baseball fields and the Palos Pool, so there was always something to do. I went to Amos Alonso Stagg High School in Palos Hills, and played hockey for the Cobras in Oak Lawn.
Q: Where did you go to college and what was your major?
A: I went to the University of Illinois at Urbana-Champaign and studied Agricultural and Consumer Economics with a focus in Financial Planning. I was President of the Financial Planning Club my senior year and participated in multiple financial planning competitions.
Q: Family Life
A: I am very close with my family. My sister and I grew up playing hockey together, and our Dad always coached us. We like to take staycations in Delevan Lake, Wisconsin and Chicago.
Q: Where do you reside?
A: I live in Lincoln Park! I have lived there since 2022 and I enjoy how close I am to North Avenue Beach.
Q: What do you enjoy outside the office?
A: I like to play guitar, record music, and cook. I used to play hockey when I was younger, and I love getting on the ice whenever I can. In the winter, pond hockey is my favorite activity. Lincoln Park has many great restaurants, and my favorites are Evette’s and Ranalli’s pizza.
Q: Favorite Vacation?
A: My favorite vacation was to Puerto Vallarta with my Grandma in January of 2020. We have travelled around the world together, and Mexico was my favorite trip.
Q: Where is someplace you have not been that you want to visit someday?
A: I would love to visit San Sebastian one day. I have always wanted to try the food that San Sebastian is known for, namely their fish. I hope to visit in the near future!
Q: Favorite meal?
A: My favorite meal is the Steak and Gyro tacos from Evette’s in Lincoln Park. Evette’s is a Lebanese restaurant that incorporates their traditional cuisine staples.
Q: What made you get in the financial planning profession?
A: When I was in 8th grade, I saw how much our family’s financial planner helped us navigate difficult situations, and ever since then I wanted to be able to do the same for other families. I enrolled at the University of Illinois at Urbana-Champaign, focusing on Financial Planning. After college, I worked for Vanguard. It is rewarding to be able to help people financially.
A: Our family has 1 cat named Cheli (named after the legendary Blackhawks Defenseman, Chris Chelios). I hope to adopt a dog soon!
Q: Most influential financial book you have read?
A: Nudge by Richard Thaler. It details the influence behavioral economics has on society, and how to implement similar ideas, no matter what industry you work in.
Q: Favorite places in Chicago?
A: My favorite places in Chicago are the Lincoln Park Zoo, North Avenue Beach, and the restaurants Evette’s and Quartino. I live close to the Lincoln Park Zoo and North Avenue Beach, and visit both locations frequently.