Our Team

Nicole is an Associate and Client Service Associate in the Breckenridge, Colorado office. She works with her own clients, as well as assists with firm level client services, operations and compliance. She has an Associate’s degree in Psychology and comes from a long history of customer service and management. She has been with the firm since 2014 and has earned the FINRA series 7 and 66.

Nicole continues to educate herself and develop her professional services. She thoroughly enjoys helping people and making sure that their needs are met.

In 2012, Nicole moved to Colorado from South Florida and fell in love with the small-town lifestyle that she has now become accustomed too. On the weekends you can catch her skiing, hiking and enjoying events that the Summit County community has to offer. She tries to stay active in the community, because that’s what small towns are all about!