Simplified Financial Advice.

Meet Nicholas


As an Associate, Retirement Plan Service and Qualified 401(k) Administrator (QKA®), Nicholas assists with creating client deliverables, such as quarterly performance reports, fund and share class reviews, marketing materials, and client and provider RFPs and RFIs. He also helps advisors with questions that often arise, providing them plan data or making ad hoc reports or materials. He’s regarded among our team as a professional who is communicative and proactive.

A cum laude graduate of Montana State University (MSU) in Bozeman with a bachelor’s degree in business finance, he minored in economics and double majored in English literature. He brings years of experience and professional awards to his role on our team and provides a great deal of knowledge from his QKA® credential. Nick is also the main person behind our social media presence.

While not working, Nicholas can often be found shooting hoops or watching basketball. He enjoys spending time with his golden retriever, Hero, who loves to go on walks around Reed College and day trips throughout Oregon and Washington. He’s also an active volunteer in the community and is an aspiring novelist.