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Nicole Treiber

Assoc. Wealth Advisor, Client Service Associate

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Nicole Treiber is a Client Service Associate & Associate Wealth Advisor in the Breckenridge, Colorado office.  She assists the Branch Manager with client services, operations and compliance and works with her own clients. She is dedicated to customer service in all capacities and makes sure her clients are getting the best advice for their present and future life.

Education & Philanthropy

Nicole has an associate degree in psychology. She comes from a long history of customer service and management, and she was COO of a travel company before joining XML. She has been with the firm since 2014 and has earned the FINRA series 7 and 66 registrations. Nicole continues to educate herself and pursue additional licensing. 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 to. On the weekends, you can catch her skiing, hiking and enjoying all the 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!  FINRA’s BrokerCheck.

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