Overview
Nick works closely with large family groups and business owners, providing support in tax planning, estate and trust matters, and business advisory services. With a calm, thoughtful approach, he helps families navigate life events, including ownership transfers and succession planning. He is especially passionate about guiding clients through transitions and building long-term financial strategies. Known for treating every client relationship with the same care and attention he would give his own family, Nick brings both technical expertise and personal commitment to each engagement.
Experience
Nick began his career with a Big4 firm, where he worked with clients across the construction, restaurant, and manufacturing industries. This foundational experience provided him with deep insight into the financial and operational challenges facing companies in those sectors, which he continues to leverage today.
Currently, Nick specializes in helping restaurants grow from single-location businesses into multi-entity operations, advising on financing, site planning, and strategic expansion. He also supports individuals and entrepreneurs in launching new ventures to establish sound financial foundations. His broader industry experience includes hospitality, construction, and cleaning services.
Education & Affiliations
Nick earned a Bachelor of Science in Accounting with a minor in Italian from Rutgers University. He is a licensed CPA in New Jersey and Florida, and a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Dedicated to community service, Nick serves on the board of the Padre Pio Prayer Group, supporting charitable efforts such as fundraising for childhood cancer research, community food banks, and organizations such as St. Jude Children’s Research Hospital.
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