Nicole is not your father’s financial advisor–her mission is to bring innovative and practical financial strategies to her clients through a foundation built on education and collaboration. She focuses her practice on fee-based financial planning and prioritizes working with women and other marginalized communities as much as possible. Her down-to-earth approach is designed to help individuals, families, and business owners make well-informed decisions now and into the future. Nicole has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC. She holds the FINRA 7 and 66 registrations as well as NC and CA Life Insurance licenses and is an active board member of Harmony NC LGBT+ Allied Chamber of Commerce.
California Insurance License #4395917.