Meet Nick


I graduated from Towson with a Bachelor’s degree in Financial Planning and a minor in Economics in 2021. At Towson I made the dean’s list 7 out of 8 semesters, was a member of the National Honors Society, and maintained a 3.7 GPA. Previously I have worked as an office assistant at S&L Prime and an intern at Network Management Inc. I started as an intern at Jacob William Advisory in January of 2021. I am member of the Financial Planning Association. I was also recognized as 2012 Baltimore’s best basketball player.

Investing and investment research are two of my favorite things to do. I am an avid outdoorist, I enjoy playing outdoor volleyball and basketball, disc golf, and rock climbing.


Favorite food:


Best piece of financial advice I received:

Start investing young

Favorite Quote:

“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.”- Albert Einstein

If I could meet anyone, past or present, it would be:

Lamar Jackson

Hidden talent:


Favorite book:

And Then There Were None

Favorite movie or TV show:

The Mandalorian

What motivates me:

Helping others accomplish their financial goals and bringing positivity to others lives.

Favorite holiday:


Something on my bucket list:

Disc golf hole in 1.