Helping Business Owners Live the Life Their Business Makes Possible | Certified Tax Advisor

I help business owners make their business work for them—not the other way around. As a Certified Tax Advisor, I show practical ways to maximize tax savings, grow wealth, and protect your legacy. My goal is to give you the clarity and confidence to make smart decisions and enjoy the lifestyle your business makes possible.

SAN727 | Structure today. Secure tomorrow.

Servant Heart, Grounded by YHWH

Email: san727consulting@gmail.com
Get complimentary $$ assessment: https://app.asset-map.com/i/Ajzn3bjV
Schedule consultation: https://calendly.com/san727consulting

Hi, I’m Nick. I believe everyone deserves a financial game plan—a clear, confident path for navigating life’s twists and turns.

My mission is to educate, empower, and serve families and business owners by helping them build a financial blueprint that connects where they are now to where they want to be.

Drawing from my experience in the sales, I value creating fulfilling relationships and founded SAN727, a consulting firm focused on helping people build a healthier relationship with money and a stronger foundation for the future.

My passions extend beyond helping others achieve freedom—I cherish my 20-year marriage to Sara and love watching our two amazing kids play sports. You’ll often find me growing in my faith, enjoying time by the water, or hiking in the woods.

As a lifelong Purdue Boilermaker and a big Ted Lasso fan, I bring optimism and belief to everything I do. For me, it all starts with a thoughtful conversation. I’d love to hear your story!

Let’s connect!