Nicole has been in the financial services industry since 2011 and has a passion for making a positive difference in our client’s lives’. She earned her Bachelor of Arts degree in communications from the University of Minnesota, Duluth and she also earned the Retirement Management Advisor® (RMA®) certification. It is an advanced certification that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process, all within the ever-changing regulatory environment.
Nicole also earned the Certified Private Wealth Advisor® (CPWA®) certification in 2025. The CPWA® certification is designed for advisors who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of high-net-worth clients. By participating, advisors learn to identify and analyze challenges high-net-worth families and individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The program takes a holistic, multidisciplinary approach and focuses on the full cycle of wealth accumulation, preservation and distribution.
An avid hockey fan, Nicole facilitated the balloting process for the Hobey Baker Memorial Award from 2013-2020. She currently serves the Orono Education Foundation, a non-profit that partners with Orono Schools to harness the community’s time, talent and financial resources to ensure the district has the resources to continue their tradition of excellence and to empower all students to achieve their highest potential.