John Tess

President/Founder

jmtess@heritage-consulting.com
503-228-0272 503-320-3635 More

John started Heritage in 1982 when the historic preservation field was still in its infancy. John was working at the Oregon State Historic Preservation Office, responsible for reviewing HTC applications.  He saw that developers and architects were submitting applications where they clearly did not understand the program rules, and also did not put their projects in a favorable light. John believed that, with proper guidance, applicants could secure NPS approvals quicker, achieve an overall better project and, by being efficient, be more profitable.  These were the guiding principles he used to form Heritage.

 

With the firm based in Portland, John quickly established a reputation as a tenacious advocate for his clients.  John is well regarded as a voice for the private developer in the continuing public debate on how to create better HTC program.  In addition to frequently speaking at conferences for both public and private sectors, he also has a regular column in Novogradac’s Journal of Tax Credits.

 

John is a board member of Preservation Action, the National Housing and Rehabilitation Association and an active participant in the Historic Tax Credit Coalition, sitting on their Historic Preservation Committee.  Over the years, he has sat on many Governor-appointed boards, appointed by Governor Theodore Kulongoski to Oregon’s Task Force on Historic Property, and was elected its Chair.  He currently serves as a Governor-appointed board member of the Oregon Cultural Trust.

Rob joined Heritage in 1992 as a program associate. Today, as Vice President, he is responsible for direct management of Heritage’s projects in the Portland office. This work includes strategic analysis, public policy, cultural resource evaluation, National Register nominations and historic tax certification applications.

 

Rob’s career in historic preservation began in 1976. He graduated with honors from Drake University with a Bachelors of Arts in History and Economics, and earned a Masters of Arts in History from Iowa State University. Rob worked at the National Trust for Historic Preservation’s D.C. Office, where he was responsible for the Trust’s public policy and programs associated with interpretation, research, public events, special uses, marketing and heritage tourism.

 

Having over 39 years of historic preservation experience, Rob is particularly versed in the field of heritage tourism, historic property redevelopment and historic site development.

John started Heritage in 1982 when the historic preservation field was still in its infancy. John was working at the Oregon State Historic Preservation Office, responsible for reviewing HTC applications.  He saw that developers and architects were submitting applications where they clearly did not understand the program rules, and also did not put their projects in a favorable light. John believed that, with proper guidance, applicants could secure NPS approvals quicker, achieve an overall better project and, by being efficient, be more profitable.  These were the guiding principles he used to form Heritage.

 

With the firm based in Portland, John quickly established a reputation as a tenacious advocate for his clients.  John is well regarded as a voice for the private developer in the continuing public debate on how to create better HTC program.  In addition to frequently speaking at conferences for both public and private sectors, he also has a regular column in Novogradac’s Journal of Tax Credits.

 

John is a board member of Preservation Action, the National Housing and Rehabilitation Association and an active participant in the Historic Tax Credit Coalition, sitting on their Historic Preservation Committee.  Over the years, he has sat on many Governor-appointed boards, appointed by Governor Theodore Kulongoski to Oregon’s Task Force on Historic Property, and was elected its Chair.  He currently serves as a Governor-appointed board member of the Oregon Cultural Trust.

Rob joined Heritage in 1992 as a program associate. Today, as Vice President, he is responsible for direct management of Heritage’s projects in the Portland office. This work includes strategic analysis, public policy, cultural resource evaluation, National Register nominations and historic tax certification applications.

 

Rob’s career in historic preservation began in 1976. He graduated with honors from Drake University with a Bachelors of Arts in History and Economics, and earned a Masters of Arts in History from Iowa State University. Rob worked at the National Trust for Historic Preservation’s D.C. Office, where he was responsible for the Trust’s public policy and programs associated with interpretation, research, public events, special uses, marketing and heritage tourism.

 

Having over 39 years of historic preservation experience, Rob is particularly versed in the field of heritage tourism, historic property redevelopment and historic site development.

Cindy Hamilton

Vice President

chamilton@heritage-consulting.com
215-248-1260 215-284-9178 More

Cindy joined Heritage in 2004 and heads the firm’s Philadelphia office. In this capacity, Cindy develops strategies for owners to maximize rehabilitation incentives and she represents clients in negotiations through all aspects of the historic tax credit process. With 25 years of experience in the industry, Cindy has a comprehensive understanding of the regulatory process and is adept at identifying creative solutions to achieve favorable outcomes for clients.

 

Prior to joining Heritage, Cindy worked as a Mid-Atlantic regional historic consultant, listing dozens of buildings in the National Register and managing hundreds of historic tax credit projects. With a background in architectural conservation, Cindy developed specialties in historic building technologies and architectural finishes.

 

Cindy holds a Bachelor of Science in Environmental Design and Planning from the State University of New York at Buffalo and a Master in Science in Historic Preservation from the University of Pennsylvania. Cindy has also completed advanced coursework in architectural conservation at the Smithsonian Center for Materials Research and Education.

Nick Kraus

Senior Associate

nkraus@heritage-consulting.com
215-248-1260 716-912-7579 More

Since joining Heritage as an Associate in 2007, Nick has developed specific expertise in the historic tax credit and National Register programs, having consulted on the historic redevelopment of buildings throughout the country. As a LEED AP BD+C-accredited professional, he is well-versed in the use of sustainable design practices on historic rehabilitation projects. Nick is responsible for overseeing Heritage’s Due Diligence services.

 

Prior to joining Heritage, Nick worked as a program associate at the New Jersey State Historic Preservation Office, reviewing projects under the auspices of Section 106. In that role, Nick developed an expertise in transportation project review for federal transportation enhancement-funded initiatives. He also assisted in the eligibility assessments of projects utilizing the federal historic tax credit program.

 

Nick holds a Bachelor of Arts in History from the State University of New York at Buffalo and a Master of Science in Historic Preservation from the University of Pennsylvania.

Cindy joined Heritage in 2004 and heads the firm’s Philadelphia office. In this capacity, Cindy develops strategies for owners to maximize rehabilitation incentives and she represents clients in negotiations through all aspects of the historic tax credit process. With 25 years of experience in the industry, Cindy has a comprehensive understanding of the regulatory process and is adept at identifying creative solutions to achieve favorable outcomes for clients.

 

Prior to joining Heritage, Cindy worked as a Mid-Atlantic regional historic consultant, listing dozens of buildings in the National Register and managing hundreds of historic tax credit projects. With a background in architectural conservation, Cindy developed specialties in historic building technologies and architectural finishes.

 

Cindy holds a Bachelor of Science in Environmental Design and Planning from the State University of New York at Buffalo and a Master in Science in Historic Preservation from the University of Pennsylvania. Cindy has also completed advanced coursework in architectural conservation at the Smithsonian Center for Materials Research and Education.

Since joining Heritage as an Associate in 2007, Nick has developed specific expertise in the historic tax credit and National Register programs, having consulted on the historic redevelopment of buildings throughout the country. As a LEED AP BD+C-accredited professional, he is well-versed in the use of sustainable design practices on historic rehabilitation projects. Nick is responsible for overseeing Heritage’s Due Diligence services.

 

Prior to joining Heritage, Nick worked as a program associate at the New Jersey State Historic Preservation Office, reviewing projects under the auspices of Section 106. In that role, Nick developed an expertise in transportation project review for federal transportation enhancement-funded initiatives. He also assisted in the eligibility assessments of projects utilizing the federal historic tax credit program.

 

Nick holds a Bachelor of Arts in History from the State University of New York at Buffalo and a Master of Science in Historic Preservation from the University of Pennsylvania.

Lee Riccetti

Associate

lriccetti@heritage-consulting.com
215-248-1260 More

Lee is an Associate in the company’s Philadelphia office. Since joining the company in 2015, Lee has conducted archival research, wrote National Register nominations and prepared historic tax credit applications.

 

Prior to joining Heritage, Lee worked for several non-profit organizations in Philadelphia, concentrating on neighborhood level preservation efforts. She also worked for a real estate developer based in West Philadelphia, as a project manager and property manager concentrating on adaptive reuse for low-income housing. Additionally, Lee has written for PlanPhilly, and has worked with Penn Praxis, the research arm of the University of Pennsylvania’s School of Design.

 

Lee received her Bachelor of Arts in Architectural Studies and Urban Studies from the University of Pittsburgh, and a Master of Science in Historic Preservation with a certificate in Urban Redevelopment from the University of Pennsylvania.

Nate Curwen

Junior Associate

ncurwen@heritage-consulting.com
215-248-1260 More

Nate Curwen joined Heritage Consulting Group in 2017 as a Junior Associate. Nate conducts archival research, writes National Register Nominations, and assists in the preparation of historic tax credit applications.

 

Prior to joining Heritage Consulting Group, Nate worked as an intern for the York County History Center and the Huntingdon County Historical Society, both of which are located in Pennsylvania, where he assisted in archival research and documentation.  He also worked as an intern for a historic tax credit consulting firm in New England where he assisted on historic tax credit projects.

 

Nate received his Bachelors of Arts in History from Penn State University, and a Master of Arts in Preservation Studies with a concentration in Architectural History from Boston University.

Lee is an Associate in the company’s Philadelphia office. Since joining the company in 2015, Lee has conducted archival research, wrote National Register nominations and prepared historic tax credit applications.

 

Prior to joining Heritage, Lee worked for several non-profit organizations in Philadelphia, concentrating on neighborhood level preservation efforts. She also worked for a real estate developer based in West Philadelphia, as a project manager and property manager concentrating on adaptive reuse for low-income housing. Additionally, Lee has written for PlanPhilly, and has worked with Penn Praxis, the research arm of the University of Pennsylvania’s School of Design.

 

Lee received her Bachelor of Arts in Architectural Studies and Urban Studies from the University of Pittsburgh, and a Master of Science in Historic Preservation with a certificate in Urban Redevelopment from the University of Pennsylvania.

Nate Curwen joined Heritage Consulting Group in 2017 as a Junior Associate. Nate conducts archival research, writes National Register Nominations, and assists in the preparation of historic tax credit applications.

 

Prior to joining Heritage Consulting Group, Nate worked as an intern for the York County History Center and the Huntingdon County Historical Society, both of which are located in Pennsylvania, where he assisted in archival research and documentation.  He also worked as an intern for a historic tax credit consulting firm in New England where he assisted on historic tax credit projects.

 

Nate received his Bachelors of Arts in History from Penn State University, and a Master of Arts in Preservation Studies with a concentration in Architectural History from Boston University.

Sam Wharton

Window Specialist

swharton@heritage-consulting.com
802-490-0308 More

After collaborating with Heritage on dozens of historic rehabilitation projects, Sam formally joined the company in 2013. In his role as Window Specialist, Sam assists clients in the evaluation of existing window conditions and the selection of proposed replacements where necessary. With 30 years of experience in the commercial window industry, Sam’s familiarity with commercial window manufacturers and their products is unsurpassed. His comprehensive knowledge of the requirements of historic regulatory programs helps streamline the review process by identifying replacement windows that will meet design review requirements. Sam’s longstanding reputation within the industry and with state and federal reviewing agencies is a valuable asset to the Heritage staff and our clients.

 

Prior to joining Heritage, Sam represented several large commercial window manufacturers for over three decades. He was instrumental in bringing the commercial aluminum window industry into the historical window replacement marketplace, guiding the industry toward the design of custom products and new strategies for window replacement in historic buildings.

 

Sam holds a Bachelor of Arts in English Literature from the University of Rhode Island and a Bachelor of Architecture from the Frank Lloyd Wright School of Architecture.

Dianne Rider

Office Manager

drider@heritage-consulting.com
503-228-0272 More

As Heritage’s Office Manager since 2012, Dianne is responsible for managing the company’s daily administration and operations.

 

Dianne has 25 years of experience working in various sectors of the real estate industry. Prior to joining Heritage, Dianne held the position of Rental Coordinator at a real estate and property management company, responsible for the leasing of residential properties. She previously served as a Settlement Agent for a mortgage company, assisting with the refinancing of loans and closings. Dianne spent more than a decade with a real estate and appraisal firm as their Accounts Manager. In that role, she was responsible for coordinating the operations of the real estate brokers and appraisers, as well as overseeing accounts payable, accounts receivable, billings, and collections.

 

Dianne studied business management at Indiana University at South Bend and Portland Community College.

After collaborating with Heritage on dozens of historic rehabilitation projects, Sam formally joined the company in 2013. In his role as Window Specialist, Sam assists clients in the evaluation of existing window conditions and the selection of proposed replacements where necessary. With 30 years of experience in the commercial window industry, Sam’s familiarity with commercial window manufacturers and their products is unsurpassed. His comprehensive knowledge of the requirements of historic regulatory programs helps streamline the review process by identifying replacement windows that will meet design review requirements. Sam’s longstanding reputation within the industry and with state and federal reviewing agencies is a valuable asset to the Heritage staff and our clients.

 

Prior to joining Heritage, Sam represented several large commercial window manufacturers for over three decades. He was instrumental in bringing the commercial aluminum window industry into the historical window replacement marketplace, guiding the industry toward the design of custom products and new strategies for window replacement in historic buildings.

 

Sam holds a Bachelor of Arts in English Literature from the University of Rhode Island and a Bachelor of Architecture from the Frank Lloyd Wright School of Architecture.

As Heritage’s Office Manager since 2012, Dianne is responsible for managing the company’s daily administration and operations.

 

Dianne has 25 years of experience working in various sectors of the real estate industry. Prior to joining Heritage, Dianne held the position of Rental Coordinator at a real estate and property management company, responsible for the leasing of residential properties. She previously served as a Settlement Agent for a mortgage company, assisting with the refinancing of loans and closings. Dianne spent more than a decade with a real estate and appraisal firm as their Accounts Manager. In that role, she was responsible for coordinating the operations of the real estate brokers and appraisers, as well as overseeing accounts payable, accounts receivable, billings, and collections.

 

Dianne studied business management at Indiana University at South Bend and Portland Community College.