Nicole is a wealth advisor and works on the retirement plan team at Oakeson Steiner. She specializes in assisting retirement plan participants navigate the complexities of employer sponsored retirement plans. She also works to educate groups on financial wellness topics.
She specializes in retirement plan enrollments and rollovers, individual reviews with employees regarding retirement plan options, facilitating requests for contribution adjustments, distributions and other changes along with supporting participants with developing personal savings strategies.
Nicole joined Oakeson Steiner in 2019 after working in the banking industry and has her associate degree in business administration. She resides near Deweese with her husband Michael and their two children. When not in the office she enjoys traveling and spending time with her friends and family.