Professional Experience

Over the course of her 25-year career, Nicole has worked as a TPA/recordkeeper, financial professional and home office consultant. Having experienced various sides of the industry, she can understand and empathize with both financial professionals and plan sponsors alike. 

Nicole enjoys collaborating with business owners and their advisors to enhance their workplace savings plans and improve participant outcomes. 

As a mother of two boys, Nicole is very involved in local school and sports activities. She plays piano and sings at Hillsdale United Methodist Church.

Fun fact about Nicole: She shares a birthday with the 401(k)!

Educational Background and Certifications

• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)
• Certified Plan Fiduciary Advisor (CPFA)
• Certified 401(k) Professional Designation (C(K)P®)