Certified Financial Planner™ (CFP®)
Ball State University
Nicole is passionate about building meaningful relationships with her clients. By intimately understanding her clients’ financial and personal goals, she is able to provide comprehensive counsel as one of their most trusted advisors. In this role, she provides financial planning guidance covering many areas, including retirement and cash flow planning, tax minimization, estate and wealth transfer strategies, insurance and risk management, investment selection, and asset allocation. She works closely with a team of outside advisors from various financial disciplines (accountants, attorneys, insurance agents, private bankers, etc.) and coordinates the team effort. Nicole graduated from Ball State University and joined Avalon in 2011. She earned the Certified Financial Planner™ (CFP®) designation in January 2014.
Nicole lives in Brownsburg, IN with her husband and three children. She enjoys being active with them outdoors and loves camping, hiking, biking, and running.