As a partner and wealth management advisor, Nicole supports individuals, families and professionals in building comprehensive financial strategies aligned with their goals. She helps clients organize their financial lives, accumulate wealth, invest with intention and make informed financial decisions around retirement planning, investment accounts, employer benefits, tax planning, insurance planning and long-term wealth building. She takes time to understand clients’ current situation, short- and long-term priorities and financial values before developing custom strategies designed to evolve alongside their careers, income and personal goals.

Nicole has a particular focus on working with medical device sales professionals and other clients with fast-paced careers. She specializes in developing clear strategies to help turn income into long-term wealth, flexibility and confidence.

Prior to joining Maverick Thomas Capital, Nicole served as an advisor at The Legacy Group, where she worked with clients to develop holistic financial plans focused on helping them pursue their personal financial goals. Her past experience also includes working for CNC Services, where she supported financial reporting, accounting operations and client service functions for businesses throughout Chicago’s suburbs and across the United States. This experience helped Nicole build a strong foundation in financial reporting, payroll and client services.

Nicole has a bachelor’s degree in finance from the University of Iowa. She holds life and health insurance licenses and has passed the FINRA Series 7 and 66 exams.

Nicole was born and raised in the Chicagoland area and grew up in a hardworking entrepreneurial family. Her parents immigrated from Poland, and their work ethic and entrepreneurial mindset have strongly influenced Nicole’s career path and passion for helping others build financial independence.

Outside of work, Nicole enjoys staying active, weight training, traveling, trying new restaurants, reading, and spending time with friends and family. She is passionate about personal development, health, and helping others create a life that reflects both financial success and personal fulfillment.