Nick leads our high net worth tax planning division. Trustworthy and energetic, he assists our clients with individual tax planning and consulting on business issues related to reorganization and mergers and acquisitions. With great interpersonal skills, it’s no wonder why clients depend on him when it comes to developing and executing a strategy tailored to achieve their business growth and financial goals.

A great team player and partner, Nick is well-liked by his colleagues and clients alike because of his genuine demeanor and his positive, action-oriented attitude when working with complicated issues related to family offices and high-net-worth taxation. 

Nick is a CPA and has earned both an M.B.A. in economics from West Chester University and a B.S. in accounting from DeSales University. He also stays connected to his high school roots by serving as trustee for Devon Prep School, his alma mater.