Nichole joined our team in 2025 as a Financial Planning Assistant. Her role is to assist Jacques with portfolio management and paraplanning. She holds her Series 7 and Series 66 thru LPL Financial. She also holds her General Lines Insurance License (TX License #3282667).
Nichole spent 13 years in the Hotel Industry and 15 years as an accountant, the combined skills of customer service and her love of numbers made financial services a perfect fit. She lives in Texas and in her spare time she enjoys traveling, spending time with friends and family, and relaxing with a good book.