Our Qualifications

Nicolle has extensive personal and professional experience. She has been working with individuals and businesses on the North Oregon coast  for over 15 years .

She received her Bachelor of Science degree emphasized in Finance from Portland State University (’93) and is securities licensed series 7, 63, 65 and 24. She is also registered as an Investment Advisor Representative through Nations Financial Group. In addition, she is licensed in insurance for the State of Oregon and is a Certified Financial Planner, CFP®.  

Dedicated to developing lasting relationships with all of her clients, Nicolle believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with her is the ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.

She's looking forward to using her expertise to help you pursue your financial goals.