Nicole is a Senior Financial Advisor with 22 years of experience currently serving the Neenah and Oshkosh areas. Providing an in-depth 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 Harris Financial Advisors team, Nicole earned a degree in social work from the University of Wisconsin-Oshkosh. She is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 7, 63, and 65, along with her life, health, and annuity insurance licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.