Simplified Financial Advice.

Meet Nicole

As a Client Services Associate, Nicole’s role is to support clients in every way possible. It’s a role she relishes and enjoys – and is quite good at!

A graduate of Montana State University-Billings with an associate degree in human resources, Nicole spent time working in insurance before starting a career in the financial services.

Outside of work, she enjoys spending time with her wife, Lori, and her siblings and friends. She loves watching sports, both in-person and on TV. An avid fan of Nebraska (Go, Big Red!), Lakers and the Raiders, she had often watched these teams alongside her stepdad in her earliest years. Nicole also loves traveling and tries to get to a beach at least once a year.