Nick practices a model of integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance, including investment management, insurance, income and estate tax planning, charitable giving, retirement planning, wealth accumulation, and cash flow generation. He works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan. Nick is a native of Alexandria, VA and a graduate of Gonzaga College High School in Washington, DC. He holds a Bachelor’s degree from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation attained through Georgetown University’s Executive Certificate in Financial Planning program. Nick is an Investment Advisor Representative with Royal Alliance Associates, one of the largest independent broker dealers in the U.S. Outside of Cassaday & Company, Nick currently serves as a Washington DC Regional Selection Committee Interviewer for the University of Virginia’s Jefferson Scholars Foundation and a member of the Shadwell Society, whose mission is to engage alumni of UVA to provide support, meaningful service, and future leadership to the Jefferson Scholars Foundation. (2020 – Present) Nick previously volunteered on the Council of Young Professionals (CYP) for Stop Child Abuse Now (SCAN) of Northern Virginia, and served from 2010-2015 as a member of the Board of Directors of PRS, Inc. (formerly Psychiatric Rehabilitation Services).He is also an active member of the Rotary Club of Alexandria, VA and the Northern Virginia Estate Planning Council. Nick lives in Alexandria, VA with his wife Anna, daughter Clare, three sons Tompson, Hayes, and Carr and English Retriever Harry.