Nicole Burroughs is a Canby High School graduate and attended West Virginia Wesleyan College to play softball while obtaining her Bachelor of Science and continuing on to earn her Masters degree in Business Administration. She has been in the Financial Services industry since 2018 and holds her Accredited Asset Management Specialist (AAMS®) designation. She has her Series 7 and 66 securities registrations as well as her Oregon Life, Health, and Disability Insurance licenses. Nicole and her husband Donald welcomed their first son, Owen, in July 2022 and reside in Washington County with their dog and two cats. Nicole enjoys an active lifestyle, taking daily walks, going on hikes, or participating in her slow-pitch softball league.
It is important to Nicole to build and maintain long-term relationships with her clients to help them grow and protect their wealth. She creates customized financial plans based on each client’s goals, wants, and wishes. She is knowledgeable in the Oregon State Public Employees Retirement System (PERS) and helps clients understand their employee benefits, social security, and post-retirement health care options.