I help my clients make sense of a complex financial world and create a plan to achieve their most im
Nick is originally a San Diegan who moved to Orange County in 2013 to start his practice with Northwestern. He and his wife Kassi live in Costa Mesa and are very involved in the community. Nick specializes in helping successful professionals and their families to slow down and plan. His greatest professional successes can be measured by the impact he has on his clients lives and financial affairs.
07/21/2026
Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why diversification remains important as leadership shifts and volatility risks linger. http://spr.ly/6188BEcwWo
07/20/2026
Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6189B8i96B
07/16/2026
Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6184BEpR0Y
07/14/2026
The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6184BEpzxG
07/13/2026
Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6184BDmYI4
07/06/2026
If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6184B6tSBm
06/30/2026
AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6189BDvhJL
06/29/2026
Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6182B890B2
06/23/2026
Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6181BDwbWH
06/22/2026
Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6183BDGCeN
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