Nicole serves clients as a Wealth Advisor, focusing on driving the Family Office practice for the firm. The Family Office is specifically designed for those families whose balance sheets and family dynamics are of a particular size and complexity. Nicole has extensive experience working with private company owners and entrepreneurs, C-Suite executives, and multi-generational families. She is dedicated to providing highly-customized plans for each client situation and enjoys working closely with the clients’ other advisors to ensure efforts are well coordinated.
Prior to joining Vigilant, Nicole was a Senior Client Advisor & Managing Director at Ballentine Partners. During her tenure at Ballentine, she was instrumental in designing and managing family office services for some of the firms’ largest and most complex clients. Most recently, Nicole was the Corporate Chief of Staff for Endurance International Group, Inc. While directly supporting the Founder & CEO, Nicole focused on strategic initiatives, operational excellence and financial performance at both the corporate and brand level. Her direct operations experience allows her to understand and appreciate the challenges faced by business owners and executives.
Nicole earned a B.S. from Florida State University. She is a member of the Boston Estate Planning Council. Nicole resides in Tuftonboro, NH with her husband, two children, and Great Dane. She enjoys backpacking, hiking, and snowboarding with her family.