Nick Dragan, CFP®
Nick Dragan’s approach to managing wealth is rooted in his belief that to live well, one must create a plan for navigating life’s unexpected challenges. With this philosophy in mind, Nick works with individuals who are enthusiastic about planning out the details of their financial journeys. As an avid strategist, Nick has a true passion for creating proactive plans for high-functioning business owners and executives. He works diligently to provide objective, trusted advice with the goal of helping his clients further their knowledge of wealth management.
Throughout his career, Nick has worked with a variety of firms, including Merrill Lynch and Mass Mutual. He earned his bachelor’s degree from the University of Nevada – Las Vegas and attended the University of Pennsylvania Wharton School of Business for the Advanced Investment Management program.
Outside of the office, Nick is actively involved with various volunteer initiatives, including the Marine Corps League, Toys for Tots, the Sunset Hills Planning and Zoning Committee, and the Economic Development Committee. In his free time away from work and volunteering, you can find Nick playing and coaching hockey and relaxing with family at his Michigan lake home.