As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for individuals. Nicole is a frequent contributor in the media, where she makes guest apprearances to discuss personal finance. Nicole focuses on education for her clients for her mission is to help individuals create wealth from the inside out.
Nicole graduated from St. Cloud State University in St. Cloud, Minnesota with an International Business degree. Prior to forming her own company, Prosperwell Financial, Nicole was a Financial Advisor and Retirement Planning Specialist with Morgan Stanley in Wayzata, Minnesota. Nicole now offers her clients access to a wide range of financial products through LPL Financial, which include stocks, bonds, mutual funds, exchange traded funds, asset management and insured certificates of deposit. Nicole is also licensed in Life Insurance, Fixed Annuities as well as licensed to offer Variable Annuities and Managed Futures through LPL Financial.Nicole was born and raised in Minnetonka, Minnesota. Nicole lives in Wayzata with her son Parker Jefferson and daughter Gabrielle Rose. Outside of work, Nicole enjoys boating, spending time with her kids and crossing items off her “Live It List” such as skydiving, flyboarding, swimming with dolphins and many more.
Nicole is a recipient of numerous awards throughout the years which shows her commitment to others:
2014 Top 100 Companies to Work For by Minnesota Business Magazine
2013 Innovation in Finance Woman Business Owner of the Year from NAWBO andEntrepreneur of the year from the TwinWest Chamber of Commerce
2012 40 Under 40 from the Minneapolis/St. Paul Business Journal, Small Business Person of the Year from the Eden Prairie Chamber of Commerce andBronze level Stevie Award for “Female Entrepreneur of the Year – Business Services”
2010 ATHENA Award from the Eden Prairie Chamber of Commerce and Top Women in Finance Circle of Excellence from Finance and Commerce
2007 Women of Achievement from NAWBO and Top Women in Finance from Finance & Commerce
2006 Young Business Woman of the Year from NAWBO
2004 Outstanding Young Woman of the year from the Minnesota Women of Today and Volunteer of the year from BestPrep
2003 25 Women to Watch from The Business Journal, Woman on the Way from NAWBO andWomen of Achievement from TwinWest Chamber of Commerce
*Awards based on overall visibility, community activity, and service.
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