About Nicole
Nicole works closely with high-net-worth individuals, business owners, and their families, offering tailored financial planning solutions. With a keen focus on business exit planning, Nicole specializes in guiding entrepreneurs through the intricate process of transitioning out of their businesses, while striving for a smooth transition to the next phase of their lives. Ensuring peace of mind and building strong relationships with clients is the driving force behind her work.
Outside of the office, Nicole enjoys sci-fi books, baking, gardening, and spending quality time with her two daughters.
Education and Professional Milestones
-Rollins College - Bachelor of Arts in international business
-Has held roles at Thrivent Financial and as head of portfolio management at Aria Forum Wealth Management, based in Hong Kong
-Two decades of experience in the financial industry
Nicole works closely with high-net-worth individuals, business owners, and their families, offering tailored financial planning solutions. With a keen focus on business exit planning, Nicole specializes in guiding entrepreneurs through the intricate process of transitioning out of their businesses, while striving for a smooth transition to the next phase of their lives. Ensuring peace of mind and building strong relationships with clients is the driving force behind her work.
Outside of the office, Nicole enjoys sci-fi books, baking, gardening, and spending quality time with her two daughters.
Education and Professional Milestones
-Rollins College - Bachelor of Arts in international business
-Has held roles at Thrivent Financial and as head of portfolio management at Aria Forum Wealth Management, based in Hong Kong
-Two decades of experience in the financial industry