Nicole serves as a Senior Client Associate with 13 years of experience. Nicole provides daily operational and administrative functions for our team. She is responsible for a broad array of client services, including client onboarding, the handling of estate issues, asset movement, alternative investments, and managing client events and communications. Nicole is committed to providing every client with the highest level of personal service. She graduated with a Bachelor of Science degree in Communication from the University of California Santa Barbara in 2009. She enjoys activities such as soccer, yoga, horseback riding, mountain biking and hiking.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
