About Me

Nicole began her investment industry career in 2001 and joined Stifel in 2023.  Prior to joining Stifel, she worked at Morgan Stanley as a financial advisor.  Nicole values the personal relationships she builds with her clients and their extended family and is dedicated to providing them with a top-tier service experience.  She focuses on the big picture, helping them build wealth management plans that align with their short- and long-term goals. 

Nicole earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Nicole earned a bachelor’s degree in Economics from the University of California, Los Angeles and holds Series 7, 31, and 66 securities licenses.  Outside the office, Nicole enjoys camping with her husband, Greg, and their son, Clayton, as well as watching her son play baseball.