Nick is a multi-faceted professional excelling in both legal and financial realms, blending expertise in estate planning and financial planning to provide comprehensive strategies. As an attorney and financial planner, Nick is uniquely positioned to offer holistic guidance to his clients. 

Through his firm, Osprey Legal, Nick specializes in estate planning and trust strategies. With legal licenses in both Connecticut and Massachusetts, Nick brings a wealth of legal acumen to his practice, ensuring client’s assets are safeguarded, minimally taxed, and their legacy preserved for future generations.

In his role with Tauber Asset Management, Nick leverages his extensive knowledge of financial planning and investment strategies to empower clients to achieve their wealth management goals. Equipped with his FINRA 7, 24, 57, 63, and 65 licenses, Nick navigates the complexities of financial planning with precision and foresight. Nick remains dedicated to staying at the forefront of industry trends and best practices. 

Nick’s dual roles complement each other seamlessly, allowing him to offer clients a unique blend of legal advice and financial planning expertise. By understanding the intricacies of both disciplines, Nick provides holistic solutions that address every facet of his clients financial and legal needs. 

Prior to his current role, Nick spent time as sole in-house counsel of a prominent investment firm in Boston after helping run their trading desk during law school. Nick was also a founding member of a successful cryptocurrency trading firm founded in 2017. 

Outside of his professional pursuits, Nick enjoys spending quality time with his wife, who is also an attorney, and their beloved golden retriever, Charlie. Together they reside in Glastonbury, where they love to explore and embrace the beauty of New England living. 

Nick holds a Juris Doctor (J.D.) from Suffolk University Law School in Boston and an Undergraduate degree from Northeastern University, also in Boston. He is a member of the CT Bar Association. With a steadfast commitment to excellence and a passion for helping others, Nick is dedicated to guiding individuals, families, and businesses through every stage of their financial and estate planning journeys.