Nicole joined IWP in 2016 with a background in office management, non-profit development, and patron services. Prior to joining IWP, Nicole worked as a part of the operations team at a local Registered Investment Advisor, which included assisting advisors in creating financial plans and rebalancing investment portfolios. While in college, she worked in patron services and non-profit development at organizations including The Colorado Symphony and The Colorado Ballet. She has a Bachelor’s degree in Music Performance from the University of Denver. Nicole holds her Series 65 license as well as her Certified Financial Planner™ certification.