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Meet Nicole

Financial Planning Services Manager

I always know what's going on around me!   I love to try new things, gain new skills, and meet new people.   Life is to be experienced, so I am constantly pushing myself and seeking out things to learn, compete in, and attempt to master.  Whether it’s in my professional or personal life, if it’s competitive, creative or challenging it’s for me!  Especially when it involves meeting new people and helping others along the way.   I'm always trying new places to eat, drink, or hangout so when people want to know where to go for an adventure, they call me first - I'm their personal Yelp! 

As a San Diego (Encinitas) native and a mom of two young kids, I am always on the go, and exploring the awesome world around us.  I met Laurie through the East County Chamber of Commerce many years ago and we became quick friends.   We not only work together but also enjoy family and friend gatherings, sports outings, and going on vacations to watch outdoor hockey in snowy weather.    I was fortunate enough to get to know Sam Lipman (Beth & Laurie's dad) - he even came to my wedding.  Seeing him work with clients and knowing his passion for helping others work on fulfilling their financial dreams was inspiring.   I'm so happy to be a part of this team and continuing his legacy.  

Sports, Entertainment, & Travel!   I have a passion for all sports and take any opportunity to see them played in person.  Here in California, I have incredible access to nature and interesting experiences, whether it’s an outdoor adventure, a local concert, or a one night only pop-up dinner. My husband I consider trivia night out to be our perfect date! 


Financial Planning.  I find the world of financial planning fascinating!  I enjoy problem solving, helping people, and building trusted, lifelong relationships.


We use data and research to drive decisions.  I like to help educate and engage with clients as we personalize their plan. The clients I meet, their stories, their lives, their needs –  helping them understand, plan for, and achieve their long-term goals – that’s the best part! 

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