Nicole is a Senior Financial 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 CERTIFIED FINANCIAL PLANNER^® and Registered Retirement Consultant (RRC) designations.

Outside of her professional role, she is married with two adult children.

Request an appointment