Nickolaus C. von Dohlen
Nick joined Crossgate® Wealth Advisors in October 2016. As an Associate Wealth Advisor, he works directly with our Senior Wealth Advisor providing extensive client support. In his current position, Nick is playing a key role in enhancing our technology infrastructure. Nick also heads up the Investment Team providing valuable research and analysis. Nick has used his financial analysis skills with several nationally known companies prior to joining Crossgate® Wealth Advisors. He enjoys working with our clients and helping them achieve their financial goals.
Besides working at Crossgate Wealth Advisors, LLC, Nick serves as one of several teachers for a young adults’ bible study. He enjoys the hobbies of medieval- renaissance reenactment, camping and spending time with family and friends.
B.S. Finance, Rider University, 2009
College for Financial Planning, CFP ® Certified Professional Education Program 2017