Bio
Nick joined Sebold Capital in February 2023. Prior to his time with the firm, he was a Financial Advisor with a large bank-owned wealth manager. A lifelong learner, Nick worked to obtain the Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®) designations. Nick's knowledge of exit planning, ensures that business owners are able to plan strategically the selling of their business, by navigating the complexities that may be involved. Consideration is given to personal, financial and goal objectives, to obtain maximum benefits. Nick enjoys assisting our clients to increase their wealth through data, tax, legal, and/or insurance analysis.
Nick is married with two children. He enjoys cooking, spending time with family and any sort of physical activity (especially outdoors).