Nicole started in the Financial Services industry in 2015. She holds the CRPC® designation (Chartered Retirement Planning Counselor) and the AAMS® designation (Accredited Asset Management Specialist) from the College for Financial Planning. Nicole is passionate about working with young professionals, families, and clients approaching retirement to pursue financial independence. Her main focus is to create customized plans for each unique situation and help them reach their short and long-term goals.
Some of Nicole's hobbies include wine tasting, golfing, and traveling with her husband Max. Together they have a cat and a Golden Retriever! They take one international trip every year to somewhere they've never been. When they are not golfing or traveling, they love to hang out with friends and have game nights.