Your Financial Well-Being
Is Our Priority

Nick is a Managing Partner and Co-Founder of OakTrust Wealth Advisors, bringing over 30 years of industry experience. He works with a select group of individuals and families, providing comprehensive wealth management services. His designations across tax, planning, investments, and insurance mean he sees your whole picture, not one piece of it. He untangles the moving parts and keeps things simple for you.

He graduated from Hofstra University, where he played soccer, then began his career at Price Waterhouse and earned his CPA before moving on to Cowen Asset Management and Société Générale Investment Banking. In 2001 he left to start the independent practice he still runs today.

A New York native, he lives in Wilton, Connecticut with his wife, Nancy, and plays pickleball whenever he can.

• CPA - Certified Public Accountant
• PFS - Personal Financial Specialist (AICPA)
• ChFC - Chartered Financial Consultant (The American College)
• CLU - Chartered Life Underwriter (The American College)
• Life and Health Insurance Agent
• FINRA Series 7 (Registered Representative with LPL Financial)
• FINRA Series 24 (Registered Principal with LPL Financial)
• AICPA Member

Tom is a Managing Partner and Co-Founder of OakTrust Wealth Advisors. He has spent 30 years in the financial industry, the last 24 advising individuals and families. His advice draws on a deep knowledge of wealth management and the financial services industry, grounded in fundamentals and shaped by an independent perspective.

A St. John's University graduate, he began his career at Price Waterhouse and earned his CPA there before serving as Director at Cowen Asset Management and Vice President at Goldman Sachs Private Wealth Management. He joined Nick as a partner in 2002.

He lives on Long Island, New York with his wife, Helen, and spends his free time on the golf course.

• CPA - Certified Public Accountant
• Life and Health Insurance Agent
• FINRA Series 7 (Registered Representative with LPL Financial)
• FINRA Series 24 (Registered Principal with LPL Financial)
• AICPA Member

Nancy has been with the firm for over 20 years. A Franklin & Marshall College graduate, she spent 11 years in public accounting, five at Price Waterhouse and six at Ernst & Young, before joining OakTrust.

She oversees day-to-day operations and supports the firm's advisors in delivering high-quality client service.

She lives in Wilton, Connecticut with her husband, Nick, and enjoys traveling, trying new recipes and a good game of pickleball.