An associate financial strategist in the Wheeling office, Nicole works directly with wealth management clients, helping them achieve their financial goals. She is also a member of our Tax & Legacy Specialized Practice Group.

Licensing and Education

• CERTIFIED FINANCIAL PLANNER™ Professional
• Bachelor of Science in Integrated Mathematics Ohio University

Accomplishments and Honors

At the beginning of her career, Nicole taught mathematics at the high school level and then moved into Finance. She has many years of experience at a Columbus (OH) RIA and more recently was working in accounting and commercial lending.

Community Involvement

Nicole is an Ohio Valley native and is an active volunteer for the American Cancer Society through Relay for Life (Wheeling) and other events, such as the Pittsburgh Steelers Basketball game. In her free time, she enjoys skiing, time at the pool, and rooting for all Pittsburgh sports teams.