Nicole works with RFA clients to help prepare their annual tax returns while also coordinating with the advisor team for client tax planning throughout the year.
Prior to joining Reilly Financial Advisors, Nicole worked as a tax manager at a global accounting firm, providing guidance and review on individual, corporate, and partnership income tax returns, primarily in the real estate and investment fund sectors. Embracing her love of education and development, Nicole was also actively involved in technical trainings and mentorship within the firm.
A San Diego native, Nicole has stayed close to home, studying at San Diego State University. There, she received her master’s degree in accountancy (with a taxation focus) and her bachelor’s degree in business administration (with accounting emphasis), graduating summa cum laude. Nicole is a Certified Public Accountant and a member of both the American Institute of CPAs and the California Society of CPAs.
In her free time, Nicole is often found planning or embarking on an adventure, be it a new hiking trail or multicountry trip throughout Europe. With so much to explore, so many wonderful people to meet, and so many delicious foods to enjoy, her free time is kept happily busy.
Why I Do What I Do:
I’ve always had a fondness for solving problems, as well as a general curiosity for how things work. The latter was not appreciated when I took apart the family phone; however, when I applied that curiosity to trying to understand how a tax return came together, my family was much more pleased. Over the years, I discovered that this natural curiosity, coupled with a love for helping others, was the way I could make a difference.