In her role as a Senior Financial Planner at LPL Financial, Nicolette supports Amy where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Nicolette partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. LPL’s Paraplanning Services Team is not affiliated with Pinpoint Wealth Management or Holewa Financial.
Prior to joining LPL Financial in 2025, Nicolette began her financial services career in 2021 as a Registered Sales Assistant to a Financial Advisor in the San Francisco Bay Area. Over five years, she worked closely with her team to serve clients and develop holistic financial plans. Nicolette received her B.S. degree in Business with concentration in Real Estate Finance from Cal Poly State University in San Luis Obispo, CA. She also maintains Series 7 and Series 66 licenses.
Nicolette and her fiancé live in Littleton, CO where they enjoy the outdoors, attending concerts, and spending time with family.