Nic has been in financial services for over 20 years. He brings an extensive knowledge of investment strategies to Stonebridge Global Partners, where Nic specializes in client-specific wealth management, retirement planning, and recruitment.
Nic began his career in technology with Dynamic Circuits Inc. and enjoyed the fast pace of constant innovation – but he wanted the opportunity to directly impact the lives of individuals. At the end of 2003, Nic moved into the financial services industry and started his second career as a Financial Advisor.
Today, he values the autonomy being an independent advisor provides. At Stonebridge, Nic delivers specialized customized service and fosters long-term relationships with his clients.
Raised in San Jose, Nic went to Leland High School and then moved on to Chico State, graduating Cum Lade in Business Administration. When he’s not in the office, Nic can be found cooking for friends and family, traveling the world, or hiking with his dog.