CERTIFIED FINANCIAL PLANNER™
Nicolette serves as the operations manager at ACT Advisors®, overseeing the day-to-day operations and administration of client service, financial planning, and marketing teams. Her key areas of expertise lie in enhancing the clients’ experience, ensuring operational efficiency, driving new business development, and implementing technological advancements. With a tenure that began in 2011, Nicolette has consistently enjoyed problem-solving and implementing innovative systems to provide the best possible experience for clients and employees.
Originally from Ohio, Nicolette holds a B.A. in Psychology from Kent State University. In 2020, she achieved her CERTIFIED FINANCIAL PLANNER™ designation, further bolstering her professional capabilities. During her free time, Nicolette loves traveling and exploring the mountains of Western North Carolina, creating cherished memories with her family.