San Jose, CA — July 1, 2025 — Wheeler Accountants is proud to announce the promotion of Nick Satterfield, CPA, to Partner, effective July 1, 2025, bringing the total number of partners to 8. This milestone marks a significant career achievement for Nick, who began his journey with the firm as an intern in 2014.
After graduating from Santa Clara University with a Bachelor of Science in Accounting, Nick joined Wheeler full-time in 2015. He went on to earn his CPA license and later complete a Master of Science in Taxation at Golden Gate University in 2020. Over the past decade, Nick has become a true partner to his clients, skillfully advising across various tax planning specialties including equity compensation, real estate investments, and retirement planning. He has been serving for the past year as a Senior Tax Manager, recognized for his leadership, technical expertise, and deep client relationships. The Wheeler partner group looks forward to welcoming him into the next phase of his career as one of their own.
“Nick is our third ‘home-grown’ partner, and the very first to rise to this distinction starting out as an intern over a decade ago,” notes Matt Wheeler, Managing Partner. “Over the past year in particular, Nick has truly stepped into the role of trusted advisor. Clients and referral sources alike have increasingly gone to him first, and he has become one of our most effective business developers.”
Matt added, “Personally, I have an immense sense of pride in seeing Nick achieve this honor as I have been there at ground level to closely witness his growth the last couple of years. He exemplifies the attributes we define as essential to partnership at our firm, and his leadership in business growth and internal initiatives demonstrates his commitment to both innovation and team success.”
Nick lives in Lincoln, California, with his wife, Shelby, and their two children. Outside of the office, he enjoys getting outdoors with his family, including camping, golf, and travel.
