Nicole is the Operations Associate at Village Wealth Advisors. Her main responsibility is to oversee the client onboarding process, client requests, and account management. This includes assisting opening new accounts, processing transfers and distributions, working with custodians and internally with the advisors, prepare necessary paperwork and track submission, maintain client information, and assist clients with our online platforms. She received her bachelor's degree in Business Administration from California State University Channel Islands.
Nicole lives in Simi Valley and when not working, she enjoys spending time with her husband, daughter and two golden retrievers. They love to visit their family’s lake house in the summer and go camping in the winter months.