Nicole excels in helping folks answer their tough money questions and accomplish their most ambitious financial goals. Prior to joining Pioneer Wealth in 2019, her varied roles in financial services, including financial planning and analysis for a local co-op and wealth management at a large wirehouse, contributed to her unique blend of analytical skills and a dedicated passion to serving her community.
Nicole works with a wide range of clients, including small business owners, female breadwinners, families preparing for retirement, and individuals navigating a sudden financial windfall. Having run a small business herself, she understands the complexities of balancing business needs with personal financial goals and the importance of providing advice that considers both the growth of the business and the financial well-being of the owner.
Raised by a single mother who is an attorney, Nicole is particularly attuned to the challenges faced by female breadwinners. She helps women align their financial resources with their personal and family goals, offering a practical approach to balancing the competing demands of work and family.
Nicole also loves working with families who are making the most of their final working years before retirement. These families are often trying to maximize retirement savings while also saving for college and other major financial goals. She works with clients to navigate major near-term expenses while creating a clear and effective strategy for retirement that ensures families have enough saved. For individuals who experience a sudden windfall, whether through an inheritance or a business deal, Nicole helps clients make informed decisions about how to manage and allocate their newfound resources, balancing enjoyment today with stewardship for tomorrow.
Outside of work, Nicole serves on the board of Camp Fire Central Texas, a non-profit that connects youth with nature through hands-on STEAM learning experiences. In her free time, she enjoys bicycling, hiking, taking Airstream trips, and tending to her organic garden in East Austin. She also enjoys making pizza and playing the flute.
Education
- BBA, International Business
- The University of Texas at Austin
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Blog
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The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation
The SECURE Act, SECURE 2.0, and the proposed SECURE 3.0 are significant pieces of…
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Twenty Years for Pioneer Wealth: A Conversation with Its Founder
In 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won…
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