Nicole is here to listen to your goals and financial needs and will help you pursue them with the right investment strategies based on your level of risk tolerance. Her approach involves developing a strong long-term relationship with you, which includes regular meetings to address your changing needs. Whether you’d like to meet in person, on the phone, or via Webex, Nicole is able to accommodate your preference. She’s always willing to work around your schedule and is available in the evenings and on weekends.