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 goal is to help individuals, families, and business owners make well-informed decisions now and into the future.
As a Certified Divorce Financial Analyst (CDFA®), Nicole offers compassionate, experienced guidance during periods of change or rebuilding, bringing both technical financial insights and a steady, customized approach when it matters most.
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.