As a Wealth Management Assistant, Nicole's primary focus is organization. Within Summit's dynamic team, Nicole applies exceptional multitasking abilities to help everyone remain efficient and on track. She is highly adaptable while enthusiastically “rolling with the punches,” ready to manage any situation, whether planned or unexpected. In fact, you would be hard-pressed to ever find her without a smile!
Nicole lives by communication, whether with the team and/or our clients, making her fully committed to delivering superior client service. She prides herself on taking the initiative to meet the needs of others, always striving to think ahead.
Over the past 20 years, she has held a variety of positions, including client relations, management, sales, hospitality, and finance. In each role, her true passion has been to help and serve others. She believes her path in life helped her not only realize this passion, but also how to use it daily. Doing so brings her so much joy.
Born and raised in Brooklyn, she has called middle Tennessee home since 2011 and absolutely loves it (although the Brooklyn accent still comes through at times, especially when she's hungry!). Her significant other, Jase, has been with her during most of this time. She is a mom to her teenage daughter, Emily, who is a phenomenal artist, a bunny named Cookie, and eleven adopted raccoons who cannot stop eating. Apart from her family, the things she loves to do most are travel, attend concerts, sporting events, and comedy shows. Besides crocheting and reading, she is a big foodie and loves all things health and fitness.
Her favorite verse that she strives to live by is:
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” – 1 Peter 4:10