Nik is a CERTIFIED FINANCIAL PLANNER® professional and part of the leadership group within Carver Financial Services Inc. In 2009, he joined the team as a financial advisor, relocating from Columbus, Ohio. Nik works closely with families and small businesses to develop comprehensive solutions for their personal financial goals. Along with managing client relationships, Nik is a member of the firm’s Investment Committee and helps oversee retirement plans for small businesses.
Nik graduated from Ohio University with a bachelor?s degree in finance and business law. Before joining the team, he worked as a financial advisor at Prudential Securities and Smith Barney in Columbus, Ohio. With over 16 years of experience, Nik provides clients with the appropriate guidance and service by staying current in the financial planning field through rigorous continuing education required for his CFP? certification. Additionally, he maintains a Series 7 and 66 licenses, as well as a life, health and annuity insurance license.
You’ll find Nik and his wife, Megan, and their kids, Olivia and Greyson, hiking at one of the great parks in Lake County and Geauga County, or visiting one of the many museums in Cleveland. A couple of their favorites are the Cleveland Art Museum, the Cleveland Botanical Gardens and the Holden Arboretum.
CFP® | CERTIFIED FINANCIAL PLANNER® | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board?s initial and ongoing certification requirements.