As a Financial Planner, Nicole’s most fulfilling work is accomplished by helping clients in a comprehensive manner. Through this approach, she has built a niche in working with medical professionals. Her commitment to education, building a strong client relationship and personalized service ensures that each client receives tailored solutions to meet their unique needs and preserve market-leading standards.
Nicole holds a degree from the University of Evansville and was a D1 athlete and captain on the University of Evansville swim team. She proudly follows in her father’s footsteps as a second-generation financial advisor. Seeing clients accumulate great wealth through savings and investments, along with her own inner drive for financial responsibility, has accompanied the family lead into the financial industry. Several family members’ disabilities that have affected their ability to work is at the core of her passion for protection planning to accompany wealth creation strategies.
Nicole exemplifies the art of balancing career and family life, prioritizing both with equal dedication. Whether she’s navigating an individual client’s specific financial need or spending quality time with her husband and two kids, Nicole approaches each area with commitment and enthusiasm. In addition to her professional pursuits, Nicole is an active member of Women of Westpoint, where she contributes her expertise and passion for empowering women in finance. Outside of work, Nicole finds joy in gardening, traveling, and exploring local restaurants.
