CFP®, Insurance License
Nicole brings 16 years of experience in the financial services industry to her role as Senior Vice President, Financial Advisor. As a leading partner in the firm, she acts as an advocate for her clients with the Roundtable™; pulling together the right team of specialists to work towards solving their differing and ever changing needs. Nicole’s passion lies in the integration of intra year tax planning and investment strategy. Her knowledge and experience working on the institutional side of the business enables her to educate clients on the micro and macro impacts of comprehensive financial planning. She is also a frequent contributor to financial media she appears on CNBC, Fox Business, and Bloomberg TV & Radio.
- BS, University of St. Thomas
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2015-2019) 1
- Member of Ed Slott's Master Elite IRA Advisor Group™
The Webb-Koenig-Webb Financial Advisory team is located in our Burnsville, MN office.
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1 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers