Nicole comes to the firm with over a decade of experience in customer service and an appreciation for a team environment. Her communication and organizational skills benefit new and existing clients, as well as her fellow team members.
Nicole heads Operations for John Stokes Financial at the Irvine headquarters and works closely with the all the members of the team to ensure that client engagement, compliance and internal policies are met. Nicole is part of Investacorp/Securities America Assistant Advisory Council (AAC) and gives feedback on back office improvements. She is continuously learning and implementing new resources and technologies in order to enhance the John Stokes Financial’s client experience.
Originally from the Bay Area, Nicole graduated from the University of California, Irvine, with a B.A. in Psychology and Social Behavior. She recently had her second child and loves being a mom. She enjoys playing basketball in her free time, but delights in spending time with her family when she is not working. Nicole is an avid animal lover and previously worked as a Registered Veterinary Technician. She has two pets, her cat, Mew Two and dog, Misty.