Nicole has been serving clients for over a decade as a part of Consolidated Planning, where a team-based approach fosters innovation and creativity when it comes to solving complex planning problems. Nicole enjoys working with clients who have the conviction that the futures they envision are within their grasp through passion, determination and perseverance. Working together to achieve a custom-fitted financial plan can lead to extraordinary results. Recognizing the importance of each client’s individual needs, she specializes in helping individuals achieve optimal financial balance while pursuing their goals and dreams.   

In addition to helping her clients achieve their goals, Nicole serves as a mentor to new advisors in her firm and has recently been appointed to the teaching faculty of the Living Balance Sheet, a web-based tool utilized in planning with her clients. She strives to educate and empower clients and advisors from diverse backgrounds to move forward in a way that makes sense for them. 

She received her bachelor’s degree from Duke University and she currently serves on the national Alumni Board of her beloved alma mater. In her spare time, Nicole enjoys traveling, reading, and spending time with her husband and their 3 college-aged children. She is also an avid sports fan and March Madness is her favorite time of year. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.