Nick joined BWM Financial in 2022 as a Client Service Specialist. His responsibilities include a variety of operational and client service functions and providing excellent service to our clients.
Born and raised in San Diego, Nick attend college at the California State University of San Marcos, where he received his degree in finance. After college, Nick accepted an offer at LPL Financial where he worked as an Operations Specialist.
Nick enjoys sports, being outdoors and spending time with his German Shepherd, Hazel. Some of his favorite activities are playing basketball, snowboarding, jet skiing and trying new restaurants around the city.