Nick joined Reese Henry in 2015 and brings over 15 years of financial experience to the firm, along with a strong educational background. Graduating cum laude from the University of Notre Dame, he then went on to earn a Master of Business Taxation from the University of Minnesota Carlson School of Management, with the high distinction of Carlson Scholar. Nick is a Certified Financial PlannerTM and specializes in taxation, personal financial planning, risk-management, and estate planning. As Senior Manager at Reese Henry, Nick manages client relationships in the firm’s tax and client accounting services practice. This includes providing tax and financial planning services to a diverse client base, such as closely-held business owners, corporate executives, and affluent families. Additionally, Nick is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado and Minnesota Society of CPAs, and the Financial Planning Association (FPA).
Prior to joining the team at Reese Henry, Nick worked in the Private Wealth practice at Deloitte Tax LLP and at White Oaks Wealth Advisors, a boutique investment firm. If asked, Nick will tell you that he strives daily to be “proactive, responsive, and thoughtful, while creating the most value” for his clients.
Why did you choose the Roaring Fork Valley?
“My family and I enjoy the unique lifestyle that you can find in the Roaring Fork Valley, particularly the diverse outdoor opportunities, cultural offerings, and strong community. It’s the perfect place to raise a family.”
What does living the “Aspen Idea” mean to you?
“I aspire to pursue exciting professional challenges, outdoor recreational activities, and support this amazing community. I serve as Board Treasurer for Alpine Legal Services. I'm also a member of the Finance Council at St. Mary Catholic Church in Aspen. Outside the office, I love to ride bikes, alpine ski, nordic ski, and spend time with my wife and three young children.”
Why did you choose to join the team at Reese Henry?
“Reese Henry combines the sophistication and experience you would get from a large CPA firm with the personalized attention of a small, boutique firm. This job offers exciting professional challenges, intelligent colleagues and clients, all set in the picture-perfect backdrop of a mountain town.”