Client Services, Operations
Nicole’s passion is helping others to achieve their financial goals, and cheering them on along the way.
Nicole initially went to college for corporate finance, but during an internship found that there is much more satisfaction in helping others, and continued her career in personal finance. Aside from cheering on her clients, she loves to cheer on her eldest daughter while she plays volleyball, basketball and softball. Outside of work Nicole enjoys going to football games and concerts with her husband and two daughters.