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Operations Manager
CERTIFIED FINANCIAL PLANNER™
As operations manager, Nicolette is responsible for day-to-day operations and administration of ACT Advisors® client service, financial planning, and marketing teams. Her areas of focus include enhancement of the clients’ experience, operational oversight, new business development, and implementation and improvement of workflows and technologies.
Nicolette joined ACT Advisors® in 2011. She enjoys problem-solving and executing new systems and procedures to ensure clients and employees have the best experience possible. She is also on the financial planning team, where she works with advisors and clients to develop financial plans.
A native of Ohio, Nicolette graduated from Kent State University with a B.A. in Psychology. In 2020, she attained her CERTIFIED FINANCIAL PLANNER™ designation. She lives in the beautiful mountains of rural Mars Hill where she enjoys the outdoors and tending her flock of chickens.
Clients can contact Nicolette with questions about their financial plans or for assistance with our wealth management system.
Check the background of this firm and its advisors on adviserinfo.sec.gov and at brokercheck.finra.org.