Our Team

Nick Shenkler

Wealth Advisor

With over four years of experience in the financial services industry, Nick’s passion is using his wealth advisory skills to build meaningful relationships. He is humbled by the opportunity to see each client through their life’s journey and play a role in helping them achieve their potential.

Nick attained his bachelor’s degree in Sociology from UC Santa Barbara. To further his knowledge, he completed a leadership development program in order to learn all aspects of wealth management including operations, compliance, and client service.

Nick resides in North Brunswick, New Jersey, with his wife Arianna, a marketing professional. They have a three-year-old poodle mix, Penny, whose cuteness allows her to get away with mischief. He is a volunteer with the Hoboken Shelter and Hoboken Food Pantry, helping to address homelessness and food insecurity in the local community. In his spare time, Nick enjoys cooking, theatre, aviation, golf, baseball, and music.

Education & Qualifications

– UC Santa Barbara

Licenses

- Series 7, 66, 9, 10 registrations through LPL Financial

- Life and health insurance licenses