Shortly after graduating early from Texas A&M – Corpus Christi, Nicole joined Shea & McMurdie Financial in May of 2015. She holds both Series 7 General Securities license and Series 66 Uniform Combined State Law license. Additionally, she obtained her Life & Health Insurance License and is a Certified Financial Planner (CFP) candidate. She is currently enrolled in the Southern Methodist University (SMU) Financial Planning Certificate Program.
As the third generation in the financial services industry and an eternal Philomath, her education and devotion to enhancing client servicing in our ever-changing industry greatly assists our firm in its responsibility to uphold a fiduciary standard. Nicole believes that a vital component often lacking nowadays in the modernized Financial Planning world is simply building a genuine bond with individual clients on a personal level. “Getting to truly know your clients is not only beneficial to the development of a trusted partnership, but it is also an incredibly powerful tool in refining an individual’s financial plan”.
Throughout her time at college, Nicole had the privilege of balancing academia and athletics. Nicole played Division 1 golf while attaining awards such as Athletic Honor-roll and ensuring a spot on the Dean’s list. Nicole enjoys staying involved within the community by routinely participating in local charity events, in particular those related to child and animal welfare.