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Nicole Rice

Nicole rice

bookmark on deepenrich
location of Nicole RiceLake Oswego, Oregon, United States
Phone number of Nicole Rice+91 xxxx xxxxx
Followers of Nicole Rice1000 followers

  • Timeline

    Sept 2001 - Jun 2003

    Tax Accountant

    Arthur Andersen/KPMG
    Apr 2004 - Jun 2008

    Consultant

    M Benefit Solutions
    Current Company
    Jun 2008 - now

    Chief Growth Officer

    Aldrich Wealth

  • About me

    Chief Growth Officer + Partner at Aldrich Wealth

  • Education

    • University of montana

      1996 - 2001
      Masters of accountancy

  • Experience

    • Arthur andersen/kpmg

      Sept 2001 - Jun 2003
      Tax accountant

    • M benefit solutions

      Apr 2004 - Jun 2008
      Consultant

    • Aldrich wealth

      Jun 2008 - now

      At Aldrich Wealth, we help our clients protect their financial assets for tomorrow by enabling them to make smart financial decisions today. Our professionals provide strategic wealth management for individuals, families and organizations. Aldrich Wealth offers the experience, expertise and resources of a global investment firm, with the personalized attention and client service of local professionals.The Aldrich Group offers a broad range of consulting and advisory services for individuals and businesses including traditional accounting, audits and tax compliance to management consulting, financial due diligence, international business, employee benefit and retirement plan services. We advise business owners, corporate executives, physicians and individuals with complex financial needs to manage their wealth, estate, investment and tax planning strategies.The Aldrich Group includes:Aldrich WealthAldrich CPAs + AdvisorsAldrich BenefitsAldrich Retirement SolutionsAldrich Business Transitions Show less

      • Chief Growth Officer

        Jan 2024 - now

      • Partner at Aldrich Wealth, LP

        Jan 2019 - now

      • Director

        Jun 2008 - now

  • Licenses & Certifications

    • Cpa

      Oregon board of accountancy

  • Honors & Awards

    • Awarded to Nicole Rice
      Forbes 2025 Top Women Wealth Advisors Best-In-State Forbes Feb 2025 Forbes Top Women Wealth Advisors Best-In-State list honors distinguished female advisors who have demonstrated exceptional client impact, industry experience, and adherence to best practices. Developed by SHOOK Research, the list was created based on a rigorous evaluation process, including in-person, virtual, and telephone due diligence meetings that assess both qualitative and quantitative criteria, such as client retention and compliance records.
    • Awarded to Nicole Rice
      2024 Women of Influence Portland Business Journal Jan 2024 Recognizes women across the region who are make an impact, cultivate change and bring the community together. Honorees are considered established business leaders with a strong record of innovation in her field, outstanding performance in her business, and a clear track record of meaningful community involvement, especially elevating women.

  • Volunteer Experience

    • Community Volunteer

      Issued by National Charity League, Inc.
      National Charity League, Inc.Associated with Nicole Rice

    • Community Volunteer

      Issued by Lake Oswego Hunt Club on Jan 2023
      Lake Oswego Hunt ClubAssociated with Nicole Rice