Nicole joined the Spectrum team in early 2021. She comes with 5 years of experience at Capital Group Companies where she worked directly with financial advisors. She assisted them with selecting the appropriate retirement plan based on the individual client or a company plan, of any size. There she learned about the importance of financial customization due to every client having different goals, risk tolerance, and time horizon. These skills have helped Nicole seamlessly blend into our team and adapt to our holistic approach to your financial needs.
Nicole received her BA in Business Administration with an emphasis in International Business from Chapman University. She enjoyed her time at Chapman and has remained active with the Alumni Association.
As a native of Southern California, Nicole enjoys boating, running, and taking her lab to the beach as often as possible. She also loves spending time with her three young nephews and family.
