Nicole works with business owners, high-net-worth individuals, multi-generational families, helping clients navigate business succession planning, comprehensive financial planning, wealth accumulation strategies.

She takes a collaborative and relationship-driven approach to planning, rooted in proactive planning and meaningful client relationships.

Nicole studied at Indiana University’s Kelley School of Business. Her educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Nicole enjoys spending time with family, traveling, attending concerts, and supporting youth and community organizations.