Friendly and dependable, Nicole is always here to help our clients, answer any questions and complete any tasks in a timely fashion. She enjoys getting to know our clients on a personal level and engaging with them beyond our financial planning services.
Diligently applying her organizational skills and attention to detail, Nicole takes personal pride in doing her job efficiently and accurately so that our clients can have the ultimate confidence in her and our team.
Nicole is also very involved in the operational side of our practice. She assists with paperwork, scheduling, money needs, trades and meeting preparation. She holds Series 7 and Series 66 licenses.
Nicole joined our team full time in 2016 after completing her internship. She is a graduate of Colorado State University, where she earned a bachelor’s degree in corporate finance and a certificate in human resource management.
Nicole is a native of Fort Collins and lives in Eaton, Colorado, with her husband, Colton. Nicole is an avid sports fan and enjoys watching sporting events as well as supporting the Colorado teams and Colorado State University athletics. She was a girls’ basketball coach at Fort Collins High School for four years. Nicole also loves spending time in the beautiful Fort Collins area with her family and friends.