Nicole joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Portfolio Accounting Manager at Waverly. Nicole brings 18+ years of experience in the industry and has worked in many areas including compliance, client service, trading, financial planning, operations, and billing. Knowing that clients have peace of mind in retirement gives Nicole great joy. She also enjoys working on projects related to continuous improvement that ensures the firm provides the best service to all clients.
In her spare time, Nicole supports her two daughters in their various activities of softball, volleyball, and cheerleading.