Nicole Davis, CRPC®
Director of Financial Planning Services
Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole is a Chartered Retirement Planning Counselor (CRPC®). She holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.
Nicole was born and raised in Virginia and moved to Colorado in August of 2010, when her husband, Scott, a Lt. Colonel in the Air Force, was reassigned to Colorado. In June of 2012, they moved due to an assignment her husband received and continued to move over the next 2-3 years. Scott retired in 2020 from the Air Force, and they settled down in Purcellville, Virginia, to raise their children. They love spending time with their 3 kids, enjoying outdoor activities, and being with their friends and family.
Nicole is currently working remotely for Summit Wealth Group. Nicole and Scott miss the beautiful Rocky Mountains and wonderful people in Colorado and hope to someday call it home again.