Experience

Nicholas provides professional expertise in goals-based financial planning, retirement planning and investment management to pre-retirees and currently retired clients. Since joining The Arkwright Financial Team and UBS Financial Services in 2013, Nicholas has focused on servicing the unique wealth management needs of engineers, small-medium size business owners and corporate employees.

He works diligently to understand specific client needs as well as create and execute suitable wealth management strategies tailored to their specific financial goals. A planner by nature, Nicholas truly enjoys helping others optimize their financial situation.

Nicholas obtained his Bachelor of Business Administration from Northwood University and has fulfilled the rigorous requirements of the Certified Financial Planner Board of Standards to earn the CERTIFIED FINANCIAL PLANNER^®™ (CFP^®) designation. In addition to being a CFP^® practitioner and Northwood Alum, Nicholas is also recognized by the College for Financial Planning as a Chartered Retirement Planning CounselorSM (CRPC^®).

Nicholas currently resides in Clarkston, Michigan with his wife, Alicia. Nicholas and Alicia enjoy spending time outdoors camping and hiking with their dogs. They also love to travel and never pass up an opportunity to experience live music.

Ivanna joined UBS Financial Services, Inc. and The Arkwright Financial Team as a Client Service Associate in 2015. She works to support client administrative needs as well as the operational needs of The Arkwright Financial Team. Ivanna is a highly skilled communicator with a proven track record of providing timely and helpful responses to client inquiries. She takes pride in helping others and routinely goes above-and-beyond to ensure that each client's unique needs are being addressed appropriately. Ivanna graduated with honors from Oakland University where she obtained her degree in Operations Management and General Management. She enjoys live music, telling stories and travelling.