About Us

As director of operations for Sunstone Wealth Management and wealth advisor for Raymond James Financial Services, Nicole keeps the back office and front office running smoothly for clients and advisors. She simultaneously manages the day-to-day administrative and operational function of the business while co-advising on client portfolios. Personable and detailed-oriented, she is able to handle a variety of duties and executes them with excellence.

In her operational role, Nicole handles a wide breadth of responsibilities from streamlining operations to onboarding new clients and being the friendly, reliable voice on the other end of the phone. She is dedicated to setting the standard for high quality service and does so by putting the client at the heart of each task. She is constantly striving to elevate the experience of each client and helps ensure that all resources and tools are provided for success.

During her time here, Nicole was fortunate enough to be mentored by our founder and wealth advisor, Natasha. Natasha helped Nicole to hone her skills and become a Wealth Advisor. Together, they partner to help clients clarify and pursue their financial goals. Nicole is an integral part in putting together tailored specific strategies for each individual clients needs and comfort level.

Before joining the Sunstone Wealth team, Nicole worked at the Vanguard Group where she held two positions that allowed her to gain the necessary experience to thrive. She graduated Summa Cum Laude from the University of Arizona with her Bachelor of Business Administration and Management degree in finance. She thoroughly enjoys advancing her education and currently holds Accredited Asset Management Specialist^™ designation. She is in the process of pursuing the CERTIFIED FINANCIAL PLANNER^® Certificate.

Born and raised in Arizona, Nicole feels fortunate to continue her professional life in the state she grew up in. As a triplet, she is extremely close her siblings and family and spends much of her free time with them. When she is not with her family, she enjoys playing with her two pups, Ivy and Shea, and exploring the local treasures! If you are looking for a great place to eat in the area, look no further. She is a big foodie and keeps an extensive list of great local eats.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.