Nick D'Angelo

My name is Nick D'Angelo. I'm a 2021 graduate of John Carroll University where I earned my degree in accounting with a strong focus on tax strategy and planning. I worked in public accounting after college, but quickly realized I wanted to do more than just look back at the numbers. 

With a background rooted in tax strategy, I support our firm’s financial advisors by helping them identify tax‑smart planning opportunities and investment considerations that can enhance the long‑term outcomes we deliver to clients. I work behind the scenes to analyze tax implications, highlight potential efficiencies, and provide advisors with the insights they need to build more informed, forward‑looking strategies—while ensuring all guidance is delivered through the advisor‑client relationship. My role strengthens our team’s ability to offer thoughtful, tax‑aware planning.

I was born and raised in Mentor, Ohio and now live in Eastlake. I will be married in October 2025. I enjoy all sports, especially baseball and golf.