Nick started his career in 1999 working at one of the largest privately owned CPA firms in the nation. He started his career doing recordkeeping and accounting. He also worked on daily valued retirement plans, including 401(k), profit sharing and pension arrangements. Nick’s interest in changing his career focus over to financial services stemmed from his interaction with the clients he was dealing with at the CPA firm. Many of the people who called the service center needed and wanted help with their investments but didn’t know who to contact.