Nick specializes in financial planning, crafting and maintaining custom financial plans tailored to each of our client’s unique goals. He holds FINRA Series 7 and 66 licenses.
Before joining Baird, Nick built strong management experience in tech. He began as a Project Manager at Epic Systems, leading Emergency Department software implementations and coordination of physician Epic training. He later served as Director of Client-Facing Operations at an ecommerce AI tech startup.
Nick earned an MBA in Finance from the Wisconsin School of Business at UW-Madison, where he served as 2024 President of the WSB graduate student government — a role that earned him a peer-nominated Student Leadership Award for his contributions. During his time at WSB he received several honors, including the 2025 Ab Nicholas Award, recognizing outstanding achievement within the Nicholas Center for Corporate Finance & Investment Banking and WSB communities. Nick was also named to the Poets & Quants MBAs to Watch Class of 2025, a select group of standout graduates from top MBA programs worldwide, and was selected to represent the United States at the 2025 Global Business Conference in Banff, Alberta, Canada.
During his free time Nick enjoys watching football, basketball, & soccer, travel, and practicing hot yoga. Additionally, he is an advocate for promoting the development of diverse emerging leaders and volunteers time to the Consortium for Graduate Study in Management, Graduate Business Forum, and Posse Foundation communities.