The son of a factory worker in South Central Ohio, he learned the value of hard work and humility throughout his life, which helped him become an Eagle Scout in the Boy Scouts of America in 2016.
Joined Lido: 2024
Homebase: New Albany, OH
Professional Focus: Nicholas focuses on helping families make better financial decisions that are aligned with the life they want now and in the future. His extensive experience in client services, he is prepared him to handle account management, client onboarding and inquiries, and anything else his clients may need for financial success.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Ohio Life, Accident and Health Insurance License
Education: B.S., Human Ecology—Consumer and Family Financial Services, Minor in Business, The Ohio State University
Previous Work Highlights: Began his career as a Client Services Specialist at Shore Morgan Young (SMY), prior to its partnership with Lido in 2024.
Personal Facts: He enjoys traveling, adventuring outdoors hiking and camping, gardening, and spending time in the kitchen. Each Thanksgiving, he makes pumpkin pie with a homemade crust and puree from pumpkins he grew in his garden.
