Nicole is a Private Wealth Associate and assists our private wealth clients with financial planning, account transition, problem resolution, resource management, and ongoing account servicing solutions. Nicole is a Registered Paraplanner RP® and is fluent in the five disciplines of financial planning and general financial planning concepts, and terminology. She is a go to resource for our clients and is dedicated to ensuring our clients expectations are understood and exceeded. In addition, Nicole supports our private wealth associates during one-on-one and group employee meetings.
Nicole graduated from the University of Iowa in Iowa City with a B.A., double majoring in Journalism and Mass Communication and Communication Studies.
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