Nicole strives for excellence in serving our clients and supporting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner. Nicole enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive quality attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in June of 2024, Nicole was an office administrator at Edward Jones for nine years.