Professionals with a common goal – your satisfaction

Nicole Irwin

Nicole Irwin

Office Manager

Nicole provides valuable support for our clients and advisors, offering reliable and efficient service to help the office run smoothly. She manages a wide range of operational duties, including handling client requests, opening accounts and fund disbursement.

Nicole has been with our team since 2013. She earned an associate’s degree from Santa Fe College and holds the Series 7 license.


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