Nicole specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has over 30 years of experience in the financial services industry. A graduate of the University of Michigan, Nicole has earned her CERTIFIED FINANCIAL PLANNER™ certification as well as her Certified Private Wealth Advisor® and Chartered Financial Consultant designations.