Nicole is an Associate Consultant and CERTIFIED FINANCIAL PLANNER® professional.  She helps clients navigate their financial journeys and achieve their long-term goals.  Nicole’s focus is specializing in comprehensive financial planning including risk management, optimizing retirement and estate planning.

She holds an undergraduate degree in economics and a master’s degree in business, along with the CFP (Certified Financial Planner) and RRC (Registered Retirement Consultant) designations.   She is currently pursuing the Chartered Financial Divorce Specialist (CFDS) certification.  Outside of her professional role, she is married with two adult children. 

Request an appointment