Nick joined Capital Wealth Planning (CWP) in 2026. As Assistant Director of Compliance and Operations, he supports regulatory compliance and operational efficiency by ensuring adherence to policies, regulations, and internal procedures. This includes creating and implementing process improvements, as well as monitoring compliance standards.

Before joining CWP, Nick served as a Founding Partner of Freedom Capital Partners. He was responsible for defining and continuously refining the firm’s investment strategy, as well as cultivating relationships. Prior to that, Nick worked for StepStone group where he provided investment advisory, operational support and reporting.

Nick holds a Bachelor’s Degree of Science, double majoring in Finance and Accounting from The University of Illinois – Chicago. When not in the office, Nick enjoys spending time with his family and dog, Koba. He likes watching the markets and going for a run when he isn’t coaching football.