Nick is a Partner at DH Financial & Insurance Services, specializing in wealth management, legacy planning, and business continuity for successful families and businesses. A graduate of Claremont McKenna College and former PwC auditor, he holds CPA and CLTC designations and has been recognized by Forbes as a top financial professional.
Based in the Pasadena area with his wife and three children, Nick is an active traveler, avid bicyclist, and hiker. He is very involved with his children’s activities and local charities, balancing his professional commitments with a strong focus on family and community.
His bucket list goal is to bike across the United States from Washington D. C. to Washington state.
Read the full overview →They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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