A proud Canby High School alumna, Nicole attended West Virginia Wesleyan College on a softball scholarship, earning her Bachelor of Science and Master of Business Administration. Since entering the financial services industry in 2018, she has built a career helping individuals and families grow and protect their wealth through personalized planning.
In 2025, Nicole proudly earned her CERTIFIED FINANCIAL PLANNER® certification, reflecting her commitment to the highest standards of financial planning excellence. She holds the Accredited Asset Management Specialist (AAMS®) designation, Series 7 and 66 securities registrations, and Oregon Life, Health, and Disability Insurance licenses.
Nicole specializes in guiding clients through complex decisions, with deep expertise in the Oregon Public Employees Retirement System (PERS), employee benefits, sustainable withdrawal strategies, legacy planning and Social Security claiming strategies. She builds long-term relationships by creating tailored plans that align with each client’s unique goals, dreams, and life stage.
On the personal side, Nicole and her husband Donald are excited to welcome their second child in June 2026. They live in Clackamas County with their son Owen (born July 2022) where they enjoy an active lifestyle balancing family life with the energy she brings to her clients.
Ready to discuss how we can help secure your financial future? Let’s connect.