Client Advisory


Nicole is a Senior Principal in the Orange County office. She has twenty years of experience in managing relationships and working with senior executives and high net worth families in the areas of comprehensive financial planning and income tax services. Additional responsibilities included overseeing the Business Management Operations including auditing, quality control, reporting, and distribution, client billing, and liaison with outside vendors.

Prior to joining Cerity Partners, Nicole was a Director of Private Wealth Management at MullinTBG Advisors, a Registered Investment Adviser that provided financial planning and wealth management services to individuals, and investment consulting and advisory services to executive benefit plan sponsors and corporate investment committees. Before creating MullinTBG Advisors, Nicole was a financial analyst at The Ayco Company, L.P., a Goldman Sachs company, where in addition to client responsibilities, she was a regional training coordinator for financial analysts and planners.



  • BSBA from California State University at Long Beach


  • Holds California Life and Health license
  • Holds California CTEC Tax Certification

Connect with Nicole

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues