Nicole will be working closely with Lisa and Terry learning all functions of the Firm. Nicole will be working as our Client Relations Manager, assisting our Team in providing all of our Clients the best service possible, which includes;
- Day to day client interaction
- Assisting in case design
- Processing and follow up on all applications
- NextGen financial planning
Nicole is studying for her Life and Health Licenses.
Nicole graduated from the University of Iowa in 2014 with a degree in Business Studies and a minor in Health Promotion. Upon graduation she worked for Coyote Logistics in Chicago from 2014-2017.
Nicole always knew she wanted to join the financial industry but she wanted to create her own success first before joining the family business. She will begin her licensing for life and health insurance in January 2018.
Nicole has a passion for health and fitness and spending time with friends and family whether it be on the boat, exploring Chicago or attending a Hawkeye football game.