Nicole’s energy and desire to learn new things are a great asset to our firm. She joined The Joes® in 2015 after working successfully in various roles for a well-known, local insurance agency. As our planning assistant, she supports the firm by putting her excellent problem-solving skills to work on a daily basis.
In May 2018, Nicole obtained her Financial Paraplanner Qualified Professional™ designation. Individuals who hold the FPQP™ designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology, and product categories. In November 2021, she obtained her Certified Retirement Counselor® (CRC®) designation to help enhance her knowledge and mastery of the field and better assist in the construction of financial plans for the firm.
In her free time, Nicole enjoys running, spending time with friends, and volunteering. She is also a voracious reader and helps the rest of the office make healthier food choices!
