Nicole leads our national wealth management teams focusing on high-net-worth families with complex needs. In her 15+ years working in the financial services industry her asset management focus has led her to spend time in the institutional and family office sides of our business. Her depth of experience across business arms helps her Unifi investment strategies within a comprehensive tax and estate plan. Nicole gives her clients confidence they truly have a trusted advisory team providing prescriptive advice. During her time with Wealth Enhancement Group she has held leadership roles, technical roles, and advisory roles. Most notably, in 2017 Nicole moved to New York City to open and run Wealth Enhancement Group’s expansion to the Northeast. She has been an active participant in our team culture serving as a member on several boards including the investment committee, product committee, and the advisory council.
As a frequent contributor to financial media she has appeared on CNBC, Fox Business, and Bloomberg TV & Radio. She has also been quoted in both The Wall Street Journal and The New York Times. As a CERTIFIED FINANCIAL PLANNER™ professional, Nicole is well-educated about the topics highly compensated or high-net-worth individuals face and understands how to integrate client’s financial decisions with their value systems. She has a Bachelor of Science in Business from the University of St. Thomas. She is also a 2017-2019 and 2022-2023 winner of the “FIVE STAR Wealth Manager” as noted in Mpls. St.Paul Magazine and Twin Cities Business magazine.
This article was originally published by Marketwatch.com. Read the original article here.
