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Nicholas D.  Frederick

Nicholas D. Frederick

Wealth Strategy Associate - Planning Specialist

Capabilities to impact your life and wealth

Nick believes that personal financial success stems from an individual’s hard work but that success can be amplified by proper coaching. Having the right people around you, helping to guide you is paramount to reaching those objectives.

A fresh approach to traditional management 

Last May, Nick graduated magna cum laude from The Ohio State University’s Fisher College of Business. In addition to earning a Finance degree with Honors Research Distinction, Nick is well prepared to begin his career in wealth management having previously served professional internships as a Legislative Page at the Ohio Statehouse, a Student Accounting Assistant at The Ohio State University, a Merchandise Auditor and Operations Supervisor at Cedar Fair, and an Audit Fellow under Ohio’s Auditor of State, Keith Faber. Since joining the team, Nick has achieved and holds the SIE, Series 7, Series 66, and Series 11-35 license.


This foundation of complex business experiences demonstrates his interest and proficiency in areas such as auditing, accountancy, and entrepreneurship which will allow Nick to better understand our client’s financial plans and develop an innovative approach to wealth management.

Nick looks forward to developing long-term personal relationships working as part of our client’s team of financial advisors to meet their wealth management goals and objectives.


Making a difference in my community

Leveraging his financial expertise, Nick founded and is developing a business incubator program within his hometown of Milan. Paying forward for the next generation, Nick also coaches 8th grade football for Edison Local Schools. Giving back to his alma matter, he participates in the mentoring of local Ohio State students as a member of the Board of Directors for The OSU Alumni Club of Erie County.

Outside the office

An avid photographer, Nick likes to travel to various destinations of natural beauty to capture landscapes for his portfolio. Recreationally, he also enjoys rock climbing, trapshooting, and sailing on the weekends.