Nicole is a Certified Financial Planner™ professional, wealth advisor, and a shareholder with Resource Consulting Group (RCG). She also serves as the firm’s director of financial planning. Nicole joined the firm in February 2002 and has over 15 years of experience in financial planning and investment management.
As a wealth advisor, she works closely with clients and other professionals in preparing, monitoring, and implementing financial plans. She also constructs, manages, and rebalances investment portfolios. As director of financial planning, she provides oversight and innovation to the firm’s financial planning and investment management process. Her understanding of the market and client expectations has driven her to ensure the firm remains relevant and continues to meet the needs of our clients. Nicole is also a long-tenured member of RCG’s Model Portfolio Committee and Management Committee.
Nicole’s passion for mentoring, developing future leaders, and financial literacy has led her to serve in several volunteer roles within the community. She is a mentor for the non-profit Support Our Scholars; a member of the finance committee for Make-A-Wish Foundation of Central and Northern Florida; Financial Advisor and House Corporation President/Treasurer for the Epsilon Omicron Chapter of Kappa Delta Sorority at the University of Central Florida; and Division Director for the National Kappa Delta Leadership Team. Giving back to the community has been a part of her life for as long as she can remember, and she enjoys using her professional skills to improve the lives of others.
Nicole is a member of The Financial Planning Association of Central Florida and the Central Florida Estate Planning Council. She graduated from Florida Southern College with a Bachelor of Science in chemistry and a minor in biology.
A native Floridian, Nicole enjoys hunting, playing golf, watching college football (Roll Tide), and spending time with her family and friends.
It wasn’t until the fourth grade that I picked up a bat and glove for the first time. From that point on, my life was softball day in and day out. I took to the game quickly, spending my summers traveling with all-star and other competitive teams. Through these experiences, I learned that it takes a lot of perseverance and determination to remain competitive. On the longest, most tiring days, I always recalled my parents’ simple words of advice, “can’t never could,” and those words have stuck with me my entire life. Unfortunately, during my junior year of high school, I suffered a softball career-ending injury and took up golf, an activity I still love today. I like to think I made lemonade out of lemons!
I’ve learned that even the “best” plans do not always turn out as we think they will. I’ve also learned that perseverance and determination are keys to finding your way. After graduating from college, I realized that pursuing a career in science and medicine was not my passion. In early 2002, I sent my resume to a temp agency looking for a job, any job. They placed me as a temporary receptionist at RCG. Working at RCG fully introduced me to the financial services industry and the stock market. Over the next two years, my perseverance and determination led me back to school where I earned my Certified Financial Planner™ designation… helping me make lemonade out of lemons once again!
I fell in love with the service RCG provides our clients. As a wealth advisor, I offer reassurance and confidence to our clients when they are making big financial decisions and planning their future goals. Creating a financial plan is like putting together a puzzle: lots of different pieces just needing to be arranged the right way to create their beautiful picture. No two puzzles are the same, making each day a new challenge. I face that challenge with determination as I strive to help others achieve their financial goals.
I am grateful to my parents for instilling in me the importance of a strong work ethic and the perseverance to find my way no matter what life throws at me. It is because of those values that I am where I am today. While golf and financial planning weren’t part of my original life plans, they’ve been the best plan yet!