About
Nicole first joined Wealth Enhancement in September of 2003. During her tenure with Wealth Enhancement, she has held leadership, technical, advisory, and business development roles and she led the firm’s expansion into the Northeast by opening the New York City office. Nicole has defined and led our team culture and serves as a member on several boards, including the investment committee (contribution to stock investment selection), product committee, and the advisory council, in addition to mentoring the next generation of female leadership.
Today Nicole focuses on providing comprehensive wealth management services to high-net-worth families with complex needs as an advisor on the Kings Point Team. She emphasizes a highly prescriptive approach to each client’s unique circumstances. She utilizes Wealth Enhancement’s Unifi™ process to create customized investment strategies that complement tax and estate plans. Nicole strives to give her clients the confidence that they truly have a trusted advisory team on their side.
As a frequent contributor to financial media, she regularly appears as a guest on CNBC, Fox Business, and Bloomberg TV and Radio. She has also been quoted in both The Wall Street Journal and The New York Times. In 2023, CNBC published an op-ed Nicole penned on the price of college in America.
Nicole has been named a 2024 Forbes Top Women Wealth Advisor Best-In-State1, a 2024 Forbes Best-In-State Wealth Advisor2, and 2023 Forbes Top Next-Gen Wealth Advisor3.
Nicole holds the CERTIFIED FINANCIAL PLANNER™ designation and uses her experience and knowledge to help clients integrate their financial decisions with their values. She has a Bachelor of Science in Business from the University of St. Thomas. She is also a 2017-2019 and 2022-2024 winner of the “FIVE STAR Wealth Manager”4 as noted in Mpls. St.Paul Magazine and Twin Cities Business magazine.*
How to Work with Nicole:
For 2024, Nicole is taking on new clients with at least $5 million in investable assets.
Nicole meets with clients in person at Wealth Enhancement Group offices in the Twin Cities, MN, NYC and Great Neck, NY, Nashville, TN, and Naples, FL. Nicole also works with clients across the country via virtual meetings.
Initial consultations are conducted virtually and are one hour in length. Please reach out to Samantha Bell at 615-620-3902 or hellonicole@wealthenhancement.com to request an appointment.
Education
- BS, University of St. Thomas
Awards
- 1. Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
- 2. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
- 3. Published on 8/8/2023. Data provided by SHOOK® research, LLC. Data as of 3/31/23 SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor.
- 4. This award was issued on 12/1/23 for the period 3/13/23 through 9/29/23. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/23, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16.
Additional licenses and designations
- Insurance License
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