Certified Public Accountant
Over the course of his career, Nick has provided tax and investment advisory services to a diverse client base, including closely-held business owners, corporate executives, and affluent families. He strives to provide exceptional client service and practical advice for dealing with complex financial issues. Prior to joining Reese Henry & Co., Nick worked in the Private Wealth practice at Deloitte Tax LLP and at White Oaks Wealth Advisors, Inc., a boutique wealth management firm based in Minneapolis, Minnesota.
Nick graduated cum laude from the University of Notre Dame in 2005 and earned a Master of Business Taxation from the University of Minnesota Carlson School of Management in 2008. He also is a Certified Financial PlannerTM with broad experience in a number of areas, including risk-management, retirement planning, and estate planning. Nick is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado & Minnesota Society of CPAs, and the Financial Planning Association (FPA).
Nick has been actively involved with his community throughout his career and currently serves as Board Treasurer for Alpine Legal Services and the Aspen Historic Park and Recreation District. He also is a member of the Parish Finance Council for St. Mary Catholic Church in Aspen.
Outside of the office, Nick and his family enjoy the unique lifestyle in the Roaring Fork Valley and embrace its diverse outdoor opportunities, including running, hiking, and skiing.