In the four years I've been with Edward Jones, it has been a true pleasure meeting and working with clients in both my town and surrounding communities. Working closely with yourself, your CPA and estate attorney; we will partner together in order to determine the most appropriate financial strategy for your family.

I've had a lifelong passion for saving and effectively leveraging money. The adventure all began when I was in high school and decided to visit my local bank in Franklin, MA to invest some of the money I'd made working over the summer, and consequently visited an Edward Jones branch to get a more personalized experience. The visit to the Edward Jones office showed me what a financial advisor relationship could provide, and ultimately convinced me to join the firm. Edward Jones also allows me to be a proactive member of my community. I live in Belchertown with my family of three (four soon!) and currently serve on the board of the Belchertown Education Foundation.

Prior to choosing to open my practice at Edward Jones, I obtained a Master of Science from UMASS Amherst and had a career as a product development scientist for Friendly's Ice Cream. If you've enjoyed some of the newer Friendly's ice cream cakes or anything on a cone, stick or in a sandwich cookie from your local grocery store - there's a good chance that it was developed by yours truly!

Food is my other passion - I always love talking about it so if you are a foodie, let's swap recipes!

My goal is to learn about what you are most passionate and your goals. I want to hear your story, and I want to help you and your family set financial goals to get where you want to be.

My branch office administrator, Judi, has been with Edward Jones for many years and has been running the show at the Wilbraham Branch for most of her career here. We both value the relationships that we have right now and look forward to making a positive impact on our community moving forward.

Thank You For Reading,
Nick

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Culinary Arts
  • Baking
  • Social Responsibility
  • Volunteering
  • Traveling

Office Information

Office Address

100 University Dr First Floor Suite 3 Amherst, MA 01002

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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