Nick Johnson
Financial Advisor, CPA®
Introduction
Nick’s journey to financial advising began in 2017 after several years in the world of income tax. He discovered that there is a strong connection between tax advising and financial planning, which allowed him to build meaningful relationships while helping clients navigate both complex areas. This realization sparked the passion for creating trusting, long-term partnerships with his clients.
Today Nick specializes in working with individuals and small business owners to develop retirement planning solutions tailored to their financial goals. In addition to holding Series 7, 63, and 66 licenses, he is also an Enrolled Agent registered with the IRS.
Outside of work, Nick loves spending time with his wife and two daughters. Whether trying new restaurants, embarking on spontaneous road trips, or checking things off their bucket list, Nick and his family are always on the go!
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Becky McDaniel
Supervisory Principal
Ron Segon
Operations Manager
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Executive Team
James Slaughter
President, CGO & Founder
Giancarlo Foti
CEO & Founder