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Financial Advice that Makes the Complex Simple.

About Nicole

As a Private Client Manager, Nicole strives to provide an exceptional client experience for the Private Client Group and ensure clear and open communication with clients.

Nicole brings a wealth of experience to our team, having spent more than 15 years in client service. A graduate of the University of Nebraska-Omaha with a degree in Business, she also earned her Life & Health insurance license and Series 7 and 63 registrations.

Some of Nicole’s enviable work ethic stems from her history as a fitness competitor. She stays active by working out daily and taking her spoiled pup Esther on plenty of walks. Nicole is active in her church and local community and enjoys making time for her loved ones.

What’s your favorite food:

Sushi

Best piece of financial advice I received:

Always contribute at least as much as your employer matches – it’s free money!  

Favorite quote:

“Put your heart and soul into every activity you do, as though you are doing it for the Lord himself and not merely for others.” – Colossians 3:23

Hidden Talent:

Baking – I love to do it and am shockingly good at it.

What motivates me:

Bringing people joy! If I can walk away from every interaction leaving someone’s day better than I found it, then I am fulfilled.

Favorite holiday:

My birthday – Just kidding. Definitely Christmas!

Something on my bucket list:

Skydiving – I am super afraid of heights, so it would be an incredible experience to overcome my fear.

My biggest accomplishment:

Buying my first home! Never would have imagined owning a home alone until it became a reality.