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Nicholas joined the Summit team in June 2024, bringing with him valuable experience as a Paraplanner in the Northern Virginia/DC area.
Nicholas holds dual degrees in Finance and Financial Planning & Wealth Management from the Costello College of Business at George Mason University. During his time at George Mason, Nicholas served as the President of the Financial Planning Association chapter, contributed research to the Finance Program’s Endowment Fund, and conducted research on AI & Finance, which was published in the CFA Institute’s Enterprising Investor Blog.
Committed to giving back, Nicholas serves on the George Mason University Financial Planning & Wealth Management Board as the NexGen Liaison. Nicholas earned his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Originally from Ashburn, Virginia, Nicholas now resides in the Short North.
Fisherman · Photographer · Enjoys all things outdoors
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