ASSISTANT VICE PRESIDENT WEALTH MANAGEMENT
CUSO Financial Services, L.P.
Nick has more than 20 years of experience in business lending, investment services, and financial planning. He holds securities and insurance licenses and is a licensed mortgage broker. Raised in New Jersey, Nick attended Farleigh Dickinson University and New
Jersey Metropolitan Technical before moving to Central Florida in 1999. He currently resides in East Orlando with his wife, Laura, and their son, Lane. Outside of his career and family, Nick supports our community by raising money and supplies for local animal
rescue groups and gathering and delivering meals to families in need.
As part of Nick's commitment to providing his members the ultimate in personalized service, he understands the importance of customizing solutions that best fit their unique needs. Whether he is providing employee benefits plans to a business owner or helping
a client with estate planning, Nick's members know he has their best interests in mind at all times.
By streamlining the point of contact for products and services, Nick saves his members time. Nick promises to deliver his members,
"a welcomed smile and an attempt to truly understand their financial vision to help take their personal or business wealth to the next level."
Licensed in the state of FL