Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Nicole is a 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.
Executive Financial Counseling
An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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