Nicole joined our team in 2019 as a Client Services Manager, a critical role in our office’s operations. Nicole is responsible for administrative and operational duties, which includes developing new and innovative ways to provide our clients with an outstanding experience and promptly completing client requests. She ensures that processes run smoothly with our advisors and clients to set everyone on a path for success.
After earning her degree in accounting, Nicole was a Senior Branch Office Administrator with Edward Jones. She worked with and continues to work with, Tim Portelance, a Financial Advisor with Freedom Street, who was previously the Regional Leader of more than 70 branches in the Charlotte metro area. Nicole’s experience in her previous role ranged from office administration, client service and development, and support throughout the region, much like her current responsibilities.
Nicole is passionate about customer service. She continually builds strong relationships with our clients and is known for spreading kindness. Her priority is to make sure that each person she interacts with walks away with a smile and a positive experience. Nicole brings a valuable understanding of the industry and proven track record of fantastic customer service to the Freedom Street team.
Outside of work, I focus my time on family and friends. Mark and I are dedicated to raising our young children, Lily and Charlie, to be kind, compassionate, and productive members of society. They have exciting futures ahead of them, and we want to do everything we can to support them as they grow up and make a positive impact.
My hope is that our children will learn from the positive examples that Mark and I try to set. We believe this starts at home from living a healthy lifestyle with the foods we eat, keeping active, maintaining a positive mindset and approach to each day, as well as surrounding ourselves with a great support system of friends and family.
I am passionate about lifting people up and I look for opportunities to perform random acts of kindness. I love to put a bright spot in someone’s day anonymously. To me, it’s important that others are reminded that despite a world that seems to focus on the negative, there is still an abundance of good.