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I love educating our clients and being there for them on their journey through life. I get to experience their ups and downs along with them.
I really enjoy being able to share in some of my clients greatest joys and adventures. And I pride myself in always being available to give them the guidance and advice that they need - when they need it most.
Birth of my son Gavin
Starting my professional journey at RPG (our company name before evolving to Second Opinion Partners in 2019)
Purchasing my home in Riverwoods
Graduating college
The publishing of Josh's & my book, "Navigating Life's Transitions: Connecting Your Means to Your Meaning" and becoming an Amazon Top Seller
Nicole is a Partner at Second Opinion Partners, where she focuses on providing mentorship to new Advisors who join the Team.
When Nicole is not mentoring, she also delivers guidance and advises clientele while assisting in the continued development of the firm's client experience.
Nicole attended DePaul University where she graduated in 2005 with a major in Finance and Marketing.
Nicole holds the following professional designations: Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Certified Divorce Financial Analyst (CDFA), Registered Financial Consultant (RFC), and holds FINRA Series 7 & 66 licenses.
Check the background of this investment professional on FINRA's BrokerCheck »
