Sr. Planning & Tax Advisor
“I am committed to providing exceptional service and innovative solutions to help our clients achieve financial success.”
Nick joined White Oaks Wealth Advisors in July 2012. He holds a fundamental role in tax advising for our family office clients and oversees the family office accounting functions.
Nick graduated from the University of Notre Dame with a Bachelor of Arts and Bachelor of Business Administration. Prior to joining White Oaks Wealth Advisors, Nick spent over six years at Deloitte Tax LLP in Minneapolis, where he provided comprehensive tax compliance and planning services to a diverse client base, including closely held business owners, corporate executives, and affluent families. As a member of Deloitte’s Private Company Services practice, Nick focused on individual and trust taxation as well as wealth transfer planning. Nick obtained his CPA certification in 2006 and also holds a Master of Business Taxation from the Carlson School of Management. He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.
Nick grew up in North Palm Beach, FL and currently lives in Minneapolis with his wife, Jessica. When he is not working with clients, Nick enjoys running, cycling, and spending time outdoors.