Nicole joined Key Wealth Management in 2021 as an Operations Specialist. Key Wealth is an affiliate office of Crux Wealth Advisors, located in Scottsdale, AZ. Her role is critical to efficient day-to-day operations and impacts each of our team members, from our staff to our financial advisors. Nicole's task- and team-oriented approach paired with her superb communication and interpersonal skills make her an excellent fit for her position and an asset to our team. She manages both the office's operational duties and the forward-facing client relations responsibilities that create a positive experience for our clients.
She works closely with our clients on various responsibilities such as timely follow-ups, building relationships, account transfers, scheduling and preparing for meetings, planning client events, generating proposals, and coordinating with our advisors to meet client’s needs. Nicole works diligently with our advisors to maximize their quality time with clients and facilitates new relationships as our business grows.
While in college, Nicole explored her lifelong interest in business. She realized that she enjoyed the financial services field and the vast opportunities in the industry, in addition to her natural strength and attraction to an area where she could help others achieve their financial goals. After graduating Summa Cum Laude with a degree in Finance from the University of Arizona, Nicole began her career with The Vanguard Group. She held two positions that allowed her to gain the necessary and relatable experience to her role today. She started her career as a Brokerage Investment Professional, where she obtained valuable customer service and leadership experience. She then transitioned to a Retirement Services Specialist position, where she assisted retail and high net worth clientele with complex retirement processes, facilitated investment guidance conversations and executed brokerage orders. Nicole was also able to train other newly hired team members to help them become efficient and confident in their position.
I am originally from Phoenix and fortunate to continue my professional life in the city where I was raised. I consider myself incredibly lucky to live close to my family, my biggest supporters, and I love to spend time with my friends, family, and dog, Shea.
Whenever possible, you can find me spending my free time taking advantage of the outdoors. I often go for hikes to explore the beautiful landscape that Arizona offers. On the weekends, I frequently walk to my favorite coffee shops in Old Town Scottsdale and discover new hole in the wall spots. We have so many local treasures at our disposal, and one of my favorites is Lake Powell, where I have the best time boating and house boating in the spring and summer. Besides enjoying the beauty locally, I take every chance I get to travel. Whether it's nationally or internationally, I enjoy learning about new cultures, history, and especially exploring the local cuisine. I love to try new recipes and cook and bake for myself, friends, and family. Not only do I like to challenge my creativity through this outlet, but I appreciate how it connects and brings people together.