Nick Rego, B.S.

Paraplanner & Operations Specialist

Nick is currently a Paraplanner and Operations Specialist for the firm, on track to become a part of the advising team. After a few years of experience in the tech industry after graduating from the University of Massachusetts, Nick moved from Boston to work with the firm's Financial Planning, Operations and Marketing departments. He misses surfing back home but has readjusted to running instead.