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 General Lines Insurance License (TX License #3282667). She also holds her Series 7 and Series 66 thru LPL Financial.
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.