Nicole brings a broad background in community management in the Atlanta and Denver areas to her role in wealth management. She actively volunteers with the Rocky Mountain Chapter of Community Associations Institute. Her comprehensive approach to planning includes incorporating client values into thoughtful strategies and dynamic solutions offering both flexibility and stability. She earned a bachelor’s degree from Georgia State University and has passed the Series 7 and 66 securities exams. Outside of work, she enjoys time with her friends and family, traveling, hiking, biking, camping and snow sports.