Nicole joined Woodmont Investment Counsel in 2021 as Senior Vice President, Wealth Advisor and Director of Tax Planning. Nicole leads Woodmont’s operations and planning teams, with a focus on leveraging internal systems to make our team and clients’ lives easier. Given her background in tax and financial planning, Nicole also works to keep our team informed of legislative updates and consider opportunities to help our clients achieve their financial goals, especially as they relate to tax strategy.
Prior to joining Woodmont, Nicole was a Tax Advisor at SBK Financial in Richmond, Virginia for 5 years where she focused on providing comprehensive financial planning and strategic tax advice to high-net-worth individuals and their families. Nicole began her career at PricewaterhouseCoopers for 3 years where she assisted individuals and entities with tax compliance.
Nicole enjoys spending time with family (especially her newest tiny member!) and traveling. When not at work you can find her at a live music event or enjoying the outdoors – especially hiking, kayaking, and snowboarding.
B.S. in Accounting from University of Richmond in Virginia
Certified Public Accountant®
CERTIFIED FINANCIAL PLANNER™
Activities and Memberships:
Member, American Institute of Certified Public Accountants