How I got here:
“I’m a Mechanical Engineer by education and I came to Rockbridge after working for General Electric for 11 years. At GE I managed a team of 14 engineers that developed custom inspection technologies for the Aerospace, Oil & Gas, Automotive and Power Generation industries. However, outside of engineering, I’ve always had a passion for personal finance and financial planning. I started working with Rockbridge as a client many years ago and immediately recognized the value of their investment philosophy and pragmatic advice. I’m thrilled to be part of the Rockbridge team as an Advisor and Chief Operating Officer.”
Favorite part of the job:
“Remarkably similar to Engineering, Financial Management is about finding the right solution for your clients. I enjoy building new relationships with clients that have complex financial situations and helping them find unique solutions to achieve their life goals. I also truly enjoy the process of continually improving how we work…so our team can spend more time on the things that make our clients successful and our clients can spend less time worrying about their finances.”
B.S. – Mechanical Engineering, Rochester Institute of Technology
CERTIFIED FINANCIAL PLANNER®, (CFP®)
Beneath the surface:
Nick lives on Onondaga Hill with his wife, Melissa, their two young children Evelyn and Elliot, and their 140 lb. dog Penny. He enjoys spending time together outdoors with his family, whether it’s skiing, golfing, hiking, or snowmobiling. Nick has been known to “tinker” in the garage!