Nick is a Planning Analyst, helping clients understand their estate plan, maximize retirement potential, and prepare their families for the next steps in their legacy plan. Nick has been working with families to help simplify their wealth since graduating from Central Michigan University in 2019 with a B.S.B.A focused on Personal Financial Planning. Prior to joining the Waldron team in the beginning of 2023, Nick passed his Certified Financial Planner exam and developed his professional career at a local firm in Ann Arbor, MI. At Waldron, Nick works in our Detroit office on a multitude of planning-oriented tasks, where he continues to build specialized skills related to estate, tax, and r