In 2002, Nick decided to take his experience and build a different financial services business from the ground up. He was driven by a singular vision: “to make a difference in the lives of clients, employees, and the community." Together with Gary Sancilio, they have created a process for coaching people and families to successfully fulfill their ambitions and sustain and pass on their financial assets to future generations. Nick is the personal CFO to business owners, executives, physicians, attorneys, and other professionals who seek to take control of their financial lives. In his role as Financial Advisor, his passion is to help successful people harness their talents and guide them,