Aldrich Welcomes Four New Partners in 2019 | Company News

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Aldrich Welcomes Four New Partners in 2019

Aldrich Welcomes Four New Partners in 2019

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The Aldrich Group of Companies is excited to announce it has named four new partners effective January 1, 2019: Tracey Davis, Ryan Johnson, Nicole Rice, and Matt Van Doren represent a range of disciplines across the organization including Aldrich Wealth Advisors, Aldrich Benefits, and our construction and communications industry groups.

Our new partners have each demonstrated exceptional leadership, expertise, and client service in their time with the firm. We are thrilled to welcome them into our partnership.

Tracey Davis
Partner, Employee Benefits Consultant
Tracey is a leading Employee Benefits Consultant specializing in large and mid-market employers with particular expertise in self-funding. Tracey has built a strong reputation in the market as someone who is knowledgeable, engaged, and creative. She uses her in-depth knowledge of the market and strong carrier partnerships to implement creative solutions for funding, medical management, and cost containment with an eye on the future direction of healthcare. Tracey strives to build long-term relationships as she guides her clients through the complex and changing healthcare landscape. Tracey earned her Bachelor of Science in exercise science from Western Oregon University. She is a member of the National Association of Health Underwriters and NAHU’s Oregon chapter.

Ryan Johnson, CPA
Communications and Utilities Partner
Ryan is an expert on the taxation of communications and power companies. He specializes in both business and individual taxation and has extensive experience consulting on the structure of entities and transactions, including mergers and acquisitions. Ryan is passionate about keeping his telecommunications and utility clients informed about taxation matters relevant to their industries to help them and their businesses achieve their goals. He is active in multiple state industry associations presenting on various tax and business planning topics. He also serves a number of local non-profit organizations with various tax and accounting services. Ryan graduated from Corban University in Salem, Oregon with a degree in business administration with an accounting emphasis.

Nicole Rice
Partner, Wealth Manager
Nicole has dedicated her professional career to helping individuals and corporate clients achieve their short and long term financial goals. She has experience in wealth management, retirement planning, tax accounting, design, and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. Nicole volunteers with a number of community organizations focused on creating opportunities and enrichment for youth. Nicole graduated from the University of Montana with a B.S. in business administration with an option in accounting, as well as her Masters of Accountancy.

Matt Van Doren, CPA, CCIFP®
Construction Partner
Matt has dedicated his career to serving the construction industry. Matt provides financial and accounting services, tax planning, and consulting services including construction accounting, cash flow modeling, financial projections, and construction best practices. He is passionate about keeping his clients informed about the constantly evolving construction market to help their businesses grow. Matt is a member of various industry associations and stays engaged with their related events. Matt is a Certified Construction Industry Financial Professional (CCIFP), and holds a Bachelor of Business Administration in accounting from the University of Portland.

The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals.  Working closely with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies.  We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.

The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP, Aldrich Solutions LP and Aldrich Business Transitions LP.

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Are you a benefits recipient or looking for help with your client account? Send us an email at info@aldrichadvisors.com

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