Nicole is a Principal in the Orange County office. She has twelve 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.
She earned a Bachelor of Science in Business Administration from California State University at Long Beach. Her licenses include California Life and Health, and California CTEC Tax Certification.
Get the latest insights and analysis from our investment team delivered right to your inbox.