Experience

Our goal is to make sure that our clients achieve their financial goals and dreams. For most clients this entails --- accumulating assets for their children's college education, starting new businesses, accumulating wealth for retirement and transferring assets to family and charities. We believe that it is important for each client to have their own unique financial plan that is reviewed on a consistent basis to keep us on track for achieving our goals.

Nicole Blaschke is a highly skilled Senior Registered Client Service Associate with extensive experience in managing client relationships, ensuring optimal service delivery, and maintaining high customer satisfaction.

In her current role, Nicole excels in delivering a high level of service to clients, maintaining, and extending relationships for future business opportunities. She is responsible for processing client requests, resolving inquiries, and facilitating the onboarding of new clients. Nicole also manages and updates client account information, performs account maintenance, processes money movements, and collaborates with back-office staff on various projects/initiatives.

She is originally from Houston, Texas and moved to Springfield, Massachusetts where her career originated in June 2005. She has been in the industry nearly 20 years having worked at UBS in Massachusetts and Morgan Stanley in Texas. She holds active Series 7 and Series 66 certifications. Nicole resides in Magnolia, Texas with her husband and 2 children. They are very active with baseball, softball, camping and road trips in their spare time.

Tina Mesecher is a Senior Client Associate at UBS Financial Services, Inc., based in The Woodlands, Texas. With a longstanding tenure at the company, Tina has developed a deep passion for serving clients and ensuring their needs are met with the highest level of professionalism and care.

In her role as Senior Client Service Associate, Tina handles a variety of client services and administrative tasks. She is instrumental in managing account transfers and addressing client concerns, showcasing her dedication to providing exceptional service. Tina's commitment to her role is further highlighted by her meticulous work in updating and maintaining accurate account information.

Tina's unwavering dedication to her clients and her role at UBS Financial Services, Inc. makes her an invaluable asset to the team.