Nicole began her career in the financial services industry in 2007 after graduating cum laude from Florida State University. As Director of Operations, she oversees the firm’s day-to-day client service and operational functions while helping ensure our advisors and team have the resources, experience, and support needed to deliver an exceptional client experience.
As a CERTIFIED FINANCIAL PLANNER™ professional, Nicole brings extensive knowledge of financial planning, advisory services, and the technical aspects of wealth management to her leadership role. She works closely with advisors and the client service team to navigate complex client needs, strengthen operational processes, and maintain a consistently high standard of service across the firm.
A strategic member of the firm’s leadership team, Nicole is deeply committed to creating an exceptional experience for clients and helping shape the systems, processes, and service standards that support Synergy’s continued growth. Her combination of operational leadership, technical experience, and client-focused perspective makes her an important contributor to how the firm evolves and serves clients as it grows.
Nicole enjoys gardening and yoga, as well as spending time with her husband, Justin, and their dog, Cooper. In their free time, they enjoy the outdoors and spending time with friends and family.
Areas of Experience
- Operational Leadership and Client Service Management
- Client Experience and Service Delivery
- Financial Planning and Wealth Management Support
- Advisor and Client Service Team Support
- Process Development and Operational Excellence
Education and Licensing
- B.S. in Multinational Business Operations and Business Administration, Florida State University, Cum Laude
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 6, Investment Company and Variable Contracts Products Representative registration, held with LPL Financial
- Series 63, Uniform Securities Agent State Law registration, held with LPL Financial
CERTIFIED FINANCIAL PLANNER™, CFP®: Individuals desiring to become a CFP® professional must meet requirements established by CFP Board related to education, examination, experience, and ethics.