Nicole started in the Financial Services industry with Lincoln Financial Advisor's Trainee Program. As a Financial Planner now, she holds the CRPC® designation (Chartered Retirement Planning Counselor) and the AAMS® designation (Accredited Asset Management Specialist) from the College for Financial Planning. Nicole works 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 try to find new clients to add to our team.
Some of Nicole's hobbies include golfing and traveling with her husband Max. Together they have a cat and a Golden Retriever! Nicole and Max also love to attend concerts, go to theme parks and go wine tasting. 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.