Nicole is an Assistant Vice President and Financial Advisor, who has been with The Wobbe Group at Baird for over 18 years. She earned a Bachelor of Arts in Business Administration from Bellarmine University and currently holds her FINRA Series 7, Series 66 and Life and Health licenses. Nicole has also earned one of the industry’s top designations, THE CERTIFIED FINANCIAL PLANNER®. CFP® professionals are held to a fiduciary standard and must meet rigorous education, training, and ethical standards, in order to serve our clients’ best interests.
Nicole, along with The Wobbe Group, uses the financial planning process to get a better understanding of a client’s financial goals, aspirations and to build a deeper relationship . We take some of the most complex issues such as investment, retirement, and estate planning, and simplify them, so clients can fully understand how their financial picture looks today and what it will look like moving forward. We take great pride in helping client’s pave the way towards their financial success.