As a Client Service Specialist, Nicole is responsible for maintaining client communications, organizing events, scheduling client meetings with our wealth advisors, and helping clients access their online resources. Nicole joined the team in 2014 and excels in customer service and assisting our Spanish-speaking clients when necessary. With her background in teaching, Nicole is able to educate our clients on a variety of topics in a fun and enthusiastic manner.
Education: Nicole earned a Bachelor of Arts degree in Economics and Spanish from the University of Wisconsin, Madison. In addition, she earned teaching degree from the University of Nebraska at Omaha.
Interests: Nicole enjoys scuba diving, camping, hiking, and skiing with her husband, Richard, and their two adult children.