Meet Nick

A little bit more about Nick...

With a strong background in financial planning and personalized guidance, I help individuals and families build wealth, manage debt, plan for retirement, and navigate complex financial situations. My services also include risk management, tax-friendly investment strategies, estate planning, benefits analysis, and exit strategies.

I specialize in the unique needs of physicians, dentists, business owners, and attorneys. I’m a regular speaker at many medical residency and fellowship programs, including MUSC, USC School of Medicine, and Palmetto Health, helping to educate resident physicians and dentists on the financial challenges they may face as they transition their practice.

Before I joined Apollon, I worked for 18 years at Commonwealth Financial Group, received my FINRA Series 7, Series 6, Series 63, and Series 65 registrations, became a licensed insurance agent, completed my Certification for Long-Term Care^® (CLTC^®) designation, and earned my bachelor’s degree from College of Charleston in corporate communications.

Outside of work, I enjoy boating, golfing, tennis, and spending time with my wife Lauren, our dog Ollie, and cat Moe. I also give back to my community through outreach programs and organizations, including Palmetto Medical Initiative, Landmarks for Families, and Children's Cancer Partners of the Carolinas.