Nicholas Tancabel, CFP®, ChFC®

Wealth Advisor, Director

New Castle, PA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Chartered Financial Consultant®

 

Work Experience 

  • Joined MAI in 2024
  • Previously worked at Treloar & Heisel Wealth Management where he helped dental clients navigate financial decisions since 2019

 

Life Outside of MAI 

  • Enjoys bowling, spending time with family, and is an advocate of the oxford comma
  • Diehard sports fan, including Los Angeles Rams, New York Yankees, and New York Knicks

 

Education

  • Youngstown State University, Bachelor’s Degree

 

We look forward to learning about your financial goals.

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