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 August 2022, Nicole was a sales assistant at Hicks Financial Services and a client service associate at Raymond James. She holds an associate degree in business administration from Holmes Community College.
Nicole is originally from Brandon, Mississippi and now lives in Ludlow with her husband, Dustin, and children, Lillian, Rawlin and Carter. When not in the office, Nicole enjoys reading, gardening and watching Formula 1.