I am a strategic partner dedicated to understanding your goals.
As Senior Vice President, Wealth Portfolio Manager, Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals.
Experience
- Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Wealth Strategist®
- Joined Johnson Bank in 2014
- More than 26 years of experience in the financial services industry
- Experienced and skilled in investments, trust, insurance, financial planning and banking
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investments
- Wealth Strategy
Community Involvement
- Nicole and her family actively volunteer in the Green Bay community, in particular with the Homeless Shelter and local schools/athletic programs.
- House of Hope, Green Bay Advisory Board Member