Nick has been working at Stroia Securities for several years while earning his degree from CMU in personal finance. In the summer of 2023, he gained valuable experience working in the wealth management department at our broker/dealer, Sigma Financial Corporation in Ann Arbor. He is now bringing that knowledge from Sigma and from CMU to our boutique firm in Southgate. He is currently working to get licensed and move into an advisor roll at our firm. Nick enjoys playing golf, fishing, and snowboarding to name a few. He brings a attuned understanding of AI and financial planning software to our firm. His positive mindset and dedication to fulfilling clients' needs make him a valuable asset to our team.