MANAGING PARTNER

Nick joined PH Robb in 2016 as an insurance product analyst, who helped build case designs and perform economic analysis for clients and advisors. With this technical background, Nick now specializes in designing, building, and managing insurance transactions that accomplish advanced tax, business, and wealth planning. As an advisor to Ultra High Net Worth clients, Nick offers a deep understanding of insurance products, banking, tax planning, and economic analysis, which he gained through years of close collaboration with the nation's top trust and estate attorneys, tax attorneys, and private wealth bankers, to best address the clients' planning goals.

Nick is responsible for managing the insurance transaction process, from point of sale with clients and advisors to case underwriting and policy funding, and ongoing administration and management. In addition, Nick is focused on continually improving client experience and has helped to build numerous technologies at PH Robb to that end, including a policy forecasting and management system.

Nick holds a degree in Pre-Law and Philosophy with an ethics emphasis from the University of Arizona Honors College, where he graduated Cum Laude.