Nick Leach
Customer Service Associate Licensed Administrator
Nick joined our team as a Licensed Administrator in Customer Service at the beginning of 2024. He has a strong commitment to providing outstanding service to our clients as well as assisting the team in whatever capacity is needed.
Nick has four years of experience in the financial industry and holds his FINRA Series 6 and 63 registrations as well as his Life & Health licenses.
Nick is married to Angie and together they are raising their son, Cohen. Family is at the center of Nick's life, which fuels his dedication to creating financial strategies that plans for a prosperous future for all.
Beyond the financial world, Nick has a deep love for history, with a particular focus on the Civil War era.