The firm’s partner is a New York State licensed Certified Public Accountant as well as a Personal Financial Specialist. She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Nicole has been affiliated with Avantax Investment Services, Inc. since 2006 and affiliated with Avantax Advisory Services since 2022.
Nicole is a graduate of Pace University in New York City. She received her combined BBA and MBA degrees in accounting in January 2003. She has over 20 years of tax and accounting experience.
Her experience prior to joining the firm as a corporate tax manager in 2006 included:
- Intern of an insurance firm’s tax department throughout college years
- Senior staff member in one of the big four accounting firms
- Senior staff member of a major insurance company’s corporate tax department.
Since joining the firm in 2006, Nicole has switched her focus from servicing large corporations to servicing individuals as well as privately held businesses.
Nicole has a tremendous amount of dedication and motivation in all aspects of her life. Upon completion of her combined BBA/MBA degree, she secured a position in one of the big four accounting firms and began her studies to prepare for and pass the CPA exam. In addition, she also has obtained her Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Advisory and NYS Life/Accident & Health licenses.
Nicole is married and has three children. In her free time outside the business world, Nicole enjoys spending time with her family who mean the world to her.