Nicole is a Senior Financial Advisor with 22 years of experience currently serving the Neenah and Oshkosh areas. Providing an indepth analysis of clients’ unique goals, Nicole provides practical action steps and recommendations to help create a more financially secure future for individuals and their families.
Prior to joining the BMO Investment Services team, Nicole earned a degree in social work from the University of Wisconsin-Oshkosh. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 63, and 65, held through LPL Financial along with her life, health, and annuity insurance licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management