Nicole has 18 years of experience in the wealth management industry, where she specializes in guiding high-net-worth individuals and families through financial decisions and life events. As a Senior Relationship Manager, she leads with a planning-first approach to develop personalized wealth strategies that reflect each client’s financial aspirations, including philanthropic and legacy goals.
She is also frequently invited by national media outlets to speak on wealth planning and retirement readiness, and is known for her ability to build meaningful relationships across generations. Nicole also provides strategic guidance on gift maximization for individuals and charitable organizations.
Education and Certifications
- Bachelor and Master of Arts in Communications, Webster University
- Certified Financial Planner™ professional (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
- Registered Social Security Analyst (RSSA®)
- Certified Exit Planning Advisor (CEPA®)
- Certificate in Personal Financial Planning, Metropolitan State University of Denver
Interests and Activities
Nicole is an active volunteer with the Affton Christian Food Pantry, the Animal Protective Association of Missouri, and serves as an election judge in St. Louis County. A living kidney donor, she is currently training for the Donor Games to raise awareness about living donation. Outside of work, she enjoys local art fairs, vegetarian cooking, and walking her two Australian Cattle Dog mixes—Pepper and Basil, affectionately known as “the spice girls.”
