Nick DiStefano, CPA, MBA Chief Planning Officer
Nick leads NEPWA’s financial planning function which provides financial and tax planning for all its clients. He began his career in public accounting, and he joined NEPWA in 2017 where he worked as an Associate Financial Advisor and a Tax and Financial Planning Specialist before advancing to Chief Planning Officer.
Nick values working with a trusted team and the variety of client situations that support continual learning.
Nick is originally from Maynard, MA, and he received a bachelor’s degree in accounting and an MBA from Quinnipiac University. He is also a licensed CPA.
He and his wife, Katie, have three young boys and a French bulldog, Hamm. As a family they enjoy the outdoors, weekends in New Hampshire’s White Mountains, and travel that spans U.S. national parks, Europe and the Caribbean, Nick also enjoys golf, snowboarding, hiking, and staying active.
