About Nicole
For Nicole, a successful day is one in which she gives her clients an opportunity to live with fewer concerns and to spend more time focusing on what’s most important to them. She knows the peace of mind that comes with a comprehensive financial plan tailored to each individual’s unique needs, goals, and values. And she understands the whole process starts with a strong relationship built on trust and the desire to learn what her clients really care about.
It’s about more than just helping individuals and their families choose a particular investment, it’s about guiding them through the myriad steps necessary to meet their financial objectives. While the numbers and specific investment choices are important, and Nicole enjoys that aspect, she believes that a holistic approach to planning best delivers on the promise of true wealth management.
A member of the Financial Planning Association and the National Council of Jewish Women, Nicole lives in Livingston, New Jersey, the town where she grew up. Nicole and her husband, Peter, have two daughters.
Education and Professional Milestones
-Tufts University - bachelor’s degree in economics and classics
-Columbia University - MBA
-Joined Focus Partners Wealth through the firm’s 2015 merger with New Jersey–based Classic Capital Inc., where she was vice president
-Has worked in communications for the pharmaceutical industry, most recently as the director of marketing at QSI Inc., a health-care communications firm in Maryland
For Nicole, a successful day is one in which she gives her clients an opportunity to live with fewer concerns and to spend more time focusing on what’s most important to them. She knows the peace of mind that comes with a comprehensive financial plan tailored to each individual’s unique needs, goals, and values. And she understands the whole process starts with a strong relationship built on trust and the desire to learn what her clients really care about.
It’s about more than just helping individuals and their families choose a particular investment, it’s about guiding them through the myriad steps necessary to meet their financial objectives. While the numbers and specific investment choices are important, and Nicole enjoys that aspect, she believes that a holistic approach to planning best delivers on the promise of true wealth management.
A member of the Financial Planning Association and the National Council of Jewish Women, Nicole lives in Livingston, New Jersey, the town where she grew up. Nicole and her husband, Peter, have two daughters.
Education and Professional Milestones
-Tufts University - bachelor’s degree in economics and classics
-Columbia University - MBA
-Joined Focus Partners Wealth through the firm’s 2015 merger with New Jersey–based Classic Capital Inc., where she was vice president
-Has worked in communications for the pharmaceutical industry, most recently as the director of marketing at QSI Inc., a health-care communications firm in Maryland