Nick is a Memphis‑area based financial planner and holds the designation of Chartered Retirement Planning Counselor (CRPC®) with more than twenty-five years of experience in banking and financial services. He specializes in helping individuals and families make confident, value-aligned decisions about their financial and legacy planning. As the owner of The Berkly Financial Firm, he develops strategies and systems that simplify complex choices and bring clarity to retirement income, Social Security, insurance strategy, and long‑term protection planning.  

Nick’s practice is built upon financial behavior and a deep understanding of how people make decisions during life’s most meaningful moments. His banking background gives him a strong foundation in cash flow, lending, and real‑world financial dynamics, while his planning work focuses on reducing emotional overwhelm and helping clients implement plans with confidence. His commitment to clarity and compassion has earned him multiple industry awards throughout his career.  

Faith and family guide Nick’s life and work.  He values integrity, service, and purpose in every interaction. He believes in routines and systems that make life feel organized, healthy, and meaningful.   

Outside of his professional role, Nick enjoys learning, teaching, day-trading, attending football and basketball games, and fitness. The activity that he enjoys most is creating memories with his wife and their two children - whether at home, traveling, or cheering for the University of Memphis Tigers.

Nick’s mission is simple: to help people feel empowered, not intimidated, by their financial planning decisions. Through genuineness, clarity, and solution-driven guidance, he equips individuals and families to make choices that honor their values and strengthen their future.