Known for her exceptional attention to detail and strong operational acumen, Nicole thrives behind the scenes at CD Wealth — organizing, supporting and ensuring that every client experience runs seamlessly.

Born in Lake Tahoe and raised in Las Vegas, Nicole has called Dallas home since 2004. She began her career in finance immediately after graduating high school early, taking on her first role in customer service at Wells Fargo. Over the years, she advanced through roles at Chase, Merrill Lynch and Stifel, earning her Series 7 and 66 licenses along the way.

Through those experiences over nearly two decades in the financial industry, she discovered her passion for operations and client service, where her organizational skills, problem-solving mindset and drive for precision shine most.

“I love the structure, the puzzle of it all, and the satisfaction that comes with knowing I’ve helped make someone’s financial life a little clearer and more organized.”

 

At CD Wealth, Nicole supports both clients and advisors with thoughtful, behind-the-scenes expertise that keeps everything running smoothly. She takes pride in “putting the pieces together,” helping ensure every portfolio, meeting and client interaction reflects CD Wealth’s commitment to excellence.

Outside of work, Nicole’s world revolves around her family. She and her husband are parents to three children — two teenage sons and a spirited daughter who keeps her brothers on their toes. When the family gets a break, you’ll probably find them in a tropical destination; Mexico and Bali are favorites, with the latter inspiring their daughter’s name.

Every part of Nicole’s journey, from banking and advising to motherhood and travel, has been about balance, growth and purpose: “Finance is home for me,” she says.

Certifications: FINRA Series 7, Series 66

Contact: Email | LinkedIn | Phone | vCard

 Check Nicole’s background on FINRA’s BrokerCheck.