Nicole has been a licensed Life and Health insurance broker since 2011 and is a great addition to the Oxford Wealth Advisors' team. She loves sitting down with clients and helping them with their overall retirement plan so they can help protect their family from the unknown whether it be in protecting their health, their retirement, or their wealth. Nicole is dedicated to providing excellent customer service to all clients, whether by phone or in person and truly enjoys helping people navigate the often times confusing world of insurance.
Nicole is a Licensed Investment Advisor through Horter Investment Management, LLC, a national Registered Investment Advisory firm. She holds her Life and Health Insurance license as well as the series 65 Investment Advisor Representative License and is registered in the state of New Mexico. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Nicole before proceeding further.
Nicole is a graduate of DePaul University with a Bachelor of Fine Arts in Costume Design. She spent many years working in the film and television industry as a Costume Designer before switching careers, first to that of a stay at home mom, and now to a financial services professional.
In her free-time Nicole enjoys spending time with her family, hiking and cheering on the Green Bay Packers.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Oxford Wealth Advisors, LLC. Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions. Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.
Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).