Nicholas Lucot

“Know your most important personal and professional goals and build your financial plan around them.”

By focusing on what’s best for each individual client, Nicholas is dedicated to going above and beyond the traditional scope of retirement planning. He strives to help clients create unique financial strategies for their goals and needs. As the company continues to grow, Nicholas continues to learn and take on new skills and responsibilities to better serve clients and their families.

Nicholas was born and raised in Pittsburgh, Pennsylvania, where he still lives. In his free time, he enjoys playing piano, reading, and doing sudoku and crossword puzzles.