
Six Things Business Owners Should Know About the SECURE Act
Previous Law SECURE Act Deadline to adopt new plan: December 31st Deadline to adopt new
Education
In Financial Services since: 2014
With Marshall since: 2019
Past and present affiliations:
Get to know:
Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming and non-judgmental experience for clients. He helps navigate clients through complex financial decisions and situations as a dependable guide. Whether it’s assisting people early in their career or helping clients understand what retirement might look like, Nick takes pride in working with clients every step of the way.
“People are so busy running their day-to-day lives, having a plan constructed that is continuously monitored and specific to their situation is comforting to clients.”
Nick comes to Marshall Financial Group with five years of industry experience at a local wealth advisory firm, after completing his degree in finance and legal studies. He connected with Marshall Financial Group’s family-oriented approach and long track record of providing a high standard of service to its clients.
As a first-generation Italian American, Nick travels to Italy to visit family as often as possible. He enjoys playing soccer, spending time with family and friends, and is an avid Philadelphia sports fan.
Previous Law SECURE Act Deadline to adopt new plan: December 31st Deadline to adopt new
The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
David Emery, CPF®, CDFA®
Senior Wealth Advisor
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Jim McGowan CFP®
Senior Wealth Advisor
Nicholas Pileggi CFP®
Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Erenius FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Coordinator & Client Care Specialist
Dina Mele FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Adam Reinert CFA, CFP®
Chief Investment Officer & COO