Nicole specializes in comprehensive financial planning for individuals, families, and small businesses. With a strong background in retirement plan enrollments and participant education, she helps clients confidently prepare for the future through personalized strategies and hands-on support.

Before joining WWK, Nicole gained valuable experience in the finance industry working with Monroe Bank & Trust and H&R Block. She holds Series 7, 65, 6 and 63 licenses through LPL Financial and earned the Certified Plan Fiduciary Advisor (CPFA) designation in 2022 from the National Association of Plan Advisors. Nicole graduated with honors from Siena Heights University in 2017 with a B.B.A. in Accounting.

Known for her approachable style and attention to detail, Nicole regularly leads enrollment meetings and runs advanced retirement plan simulations to guide her clients in making informed decisions.

Outside of the office, Nicole enjoys traveling with her husband and son, playing recreational sports, and spending time outdoors with their dog, Capo.