Keep on track with the right financial advice

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• AZ
• CA
• CO
• DC
• FL
• HI
• ID
• KS
• LA
• MD
• MO
• MS
• MT
• NC
• OK
• OR
• TN
• TX
• VA
• WA

Nicole is a seasoned financial services professional with nearly two decades of industry experience. She began her career in 2005, Springfield, Massachusetts, and has since held key roles at leading firms, including UBS and Morgan Stanley.

Nicole holds the Series 7 and Series 66 licenses and serves as a Senior Registered Client Service Associate. Nicole plays a key role in the daily operations, ensuring that everything goes seamlessly and according to plan. As the primary behind-the-scenes liaison, Nicole provides the foundational support for all clients wishes and needs.

Originally from Houston, Nicole now resides in Magnolia with her husband and their two children. When she's not in the office you'll likely find Nicole camping, hiking, or enjoying a day at the beach with her family.

Hannah brings exceptional energy, creativity, and attention to detail to every project, driving both client engagement and showcasing the team culture. Despite joining only two years ago, she has made a significant impact through her strong organizational skills, dedication, and consistent high-quality work across multiple business areas.

Her contributions have been particularly valuable in marketing initiatives and client events. From coordinating client gatherings to supporting educational seminars and internal programs, Hannah ensures every experience is thoughtful, well-organized, and aligned with our brand values.

Hannah is currently working toward her FINRA licensing and completing her college degree. With a long-term goal of becoming a Financial Advisor, she approaches every opportunity as a step toward that future, bringing curiosity, drive, and a strong work ethic to her development.