Principle at Lockhart Office
Nic is a founding member of Dauntless Wealth Management.
After graduating from Texas A&M, he entered the investment industry, gaining experience as both a Financial Advisor and an Investment Analyst. This background equips him to approach client portfolios with a disciplined, long-term investment strategy. He specializes in implementing portfolio strategies that optimize tax efficiency, diversify across various investment vehicles, and ensure proper asset allocation—all crucial components of a well-rounded financial plan. He takes pride in building relationships with clients, understanding their financial goals, and helping them implement strategies to achieve those objectives.
He has been married to Heidi since 2012, and they share their home with two dogs and two cats. They also share a passion for renovating old houses. In his spare time, he enjoys traveling, hiking, and kayaking along the San Marcos River. He plays sandlot baseball in Lockhart and, despite his knees' protests, still insists on playing catcher. He has had the pleasure of traveling coast to coast playing baseball!