Welcome!
I believe that financial planning is ultimately about people—not just portfolios or plans. In 2024, my life shifted in a profound way. Within two months, I lost my mom and turned 50. Not long after, I read that the average 50-year-old has about 26 years left to live. My mom was 76 when she passed, so I heard that number loud and clear.
It made me realize just how fleeting time is—and how important it is to spend it well. It's not only the size of our bank accounts or the things we own that's worth crafting plans for; it's also the memories we create, the people we love, and the legacy we leave.
Today, my mission as a financial planner is to help others discover what “true wealth” means for them—to bring clarity, confidence, and purpose to their financial decisions, so they can live fully and intentionally now, not someday. Because life is short, and every day should count.
Outside of work, my world revolves around family and friends, connection and the outdoors. I live in Ham Lake with my husband, Michael, daughter, Alex, and son, Wyatt. My stepdaughters Alyssa (with grandsons Gunner and Briggs) and Paige live in Illinois, where I’m originally from. I love hiking, camping, and traveling—any excuse to be outside or exploring. When I slow down, you’ll often find me working on a jigsaw puzzle, reading, or learning something new. My next goal is to conquer the French language!
Nicole's Educational Background and Credentials
CERTIFIED FINANCIAL PLANNER® - 2025 Chartered Financial Consultant (ChFC®) - 2025
Kingdom Advisors, Certified Kingdom Advisor (CKA®) – 2012
Series 7 – General Securities Representative – 2001
Series 66 – Uniform Combined State Law – 2001
State Insurance License (Life, Health, Disability, Long Term Care) – MN, IA, WI
State Securities Registrations – AZ, CO, FL, IA, IL, MD, MN, MT, NC, NV, TN, VA, WI
Bachelor of Science: Business-Finance, St. Cloud State University – 2001
Member of the Financial Services Institute (FSI)