Nicole brings talent, precision and years of knowledge to the firm, providing an elite level of financial clarity for our clients. She helps clients by understanding their goals and aspirations, creating a comprehensive and integrated financial plan. Prior to joining Planning Alternatives, Nicole worked for a brokerage firm helping Financial Consultants provide comprehensive financial planning services to high net worth clients.
Nicole has a diverse educational background and a lengthy list of accomplishments. She graduated from the University of Michigan, Ann Arbor with a Bachelor of Arts degree in economics. She continued to her education at Wayne State Law School and graduated with a Juris Doctor, cum laude. She holds the Certified Financial Planner (CFP®) designation, is a member of the State Bar of Michigan and is a Certified Exit Planner (CEXP®) with a focus on Business Owners.
Nicole is also a board member on the Wayne State University Law Alumni Association and serves on our Financial Planning Committee.
Describe one thing you loved growing up:
I loved Christmas! Don’t get me wrong, I loved the presents, but most of all I enjoyed the gatherings with my big, Armenian family. When we were all gathered together there must’ve been at least 75-100 people at my Aunt’s house. We ate traditional Armenian food and danced to Armenian music. It left a lasting impression on what family and culture means to me.
List three words that describe a successful journey:
Fun, Fulfillment, and Love
Who is the most influential person in your life?
Our President, Nathan Mersereau, has inspired me on a quest for personal growth. I’ve only known him a short time, but he’s made me a better person.