Nicole joined Watermark Wealth Strategies in December 2023, bringing with her an entrepreneurial spirit, exceptional problem-solving skills, and a passion for serving others. Having successfully owned and operated her own business for more than a decade, she developed extensive experience managing every aspect of business operations, including hiring, payroll, accounting, scheduling, customer service, and administration. This diverse background has made her an invaluable member of the Watermark team.
Known for her tenacity, efficiency, and resourcefulness, Nicole approaches every challenge with determination and a solutions-oriented mindset. She excels at navigating complex account transactions and operational processes, often going the extra mile to find answers and provide clients with the clarity and confidence they need. Her attention to detail, perseverance, and ability to think creatively have earned the trust of both clients and colleagues alike.
Nicole's warm personality, infectious sense of humor, and unwavering dedication make her a joy to work with and an integral part of Watermark's client experience. Whether assisting clients, supporting teammates, or tackling difficult situations behind the scenes, she consistently brings energy, professionalism, and a commitment to excellence to everything she does.
Outside the office, Nicole enjoys hiking, playing pickleball, and escaping to the beach or mountains for weekend getaways with family and friends. She is also an avid fan of Mexican food and treasures time spent with her fiancé, four sons, beloved Maltipoo, Cruz, and eagerly anticipates the arrival of her first granddaughter.