Simplified Financial Advice.

Meet Nicole


As a Wealth Advisor, Nicole is committed to helping individuals and families achieve their financial goals and live the lives they were created for. Nicole’s favorite part about being an advisor is the deep relationships she builds with clients through comprehensive financial planning. She loves watching them gain clarity around their goals, understand the practical trade-offs of their financial choices, and make powerful decisions.

Nicole has been in the financial services industry since 2006 working in the areas of Corporate Finance, Relationship Management and Financial Planning. She graduated from The Ohio State University with a Bachelor of Science in Business Administration. She also holds the FINRA series 7 and Series 66 registrations along with a Life & Health insurance license.

Nicole has been married to her husband, Bates, for 18 years. During their marriage, they have spent time living in Ohio and Indiana, and now permanently reside in Greensburg, Pennsylvania with their three children, Juliette, Eliza, and little Bates. Outside of work, Nicole spends her free time with family and friends. Most often you will find her either completing renovation projects around her house alongside her husband, cheering on her kids at their various sporting activities, or volunteering at church.


Non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC