Nicole has dedicated her entire professional career to helping business owners and corporate executives achieve their wealth accumulation and preservation goals by crafting bespoke financial strategies. In her role as chief growth officer, Nicole identifies and fosters new opportunities that align with Aldrich Wealth’s strategic growth initiatives, continuing the firm’s established positive trajectory and long-standing entrepreneurial spirit.
Nicole’s expertise spans wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. She is a Certified Public Accountant and has completed the Series 65 exam.
Nicole is passionate about community development and is part of Vistage Worldwide, Inc., National Charity League, participated in Portland Business Journal’s mentorship Monday, and as seen recognized as a PBJ Woman of Influence.