Biography
A member of Accredited’s Wealth Management group, Nicole is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors, Nicole was a financial planner for a local firm and specialized in working with small business owners and business succession planning.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota – B.S. in Mortuary Science
• Minnesota State University – Certificate in Financial Planning
• Certified Financial Planner™
How do you spend your life wisely?
To me, spending my life wisely means practicing gratitude for what I have, and savoring experiences with the people who mean the most to me. This includes supporting and participating in the traditional Irish music scene in St. Paul, trying as much local cuisine as possible when traveling with my husband and friends, and simply enjoying a happy hour with my colleagues. I keep these things in mind and aim to be purposeful and intentional when I set goals for myself.
“She quietly expected great things to happen to her, and no doubt that’s one of the reasons why they did. ”
Zelda Fitzgerald
