Nicole joined Baird in late September of 2014 as a Client Specialist. She brings more than 15 years of industry experience, having worked as an Associate Financial Advisor and as a Portfolio Administrator with National Investment Services. Today, Nicole helps individuals and families as a Senior Client Specialist at the Keverian Laubusch Dietz Group. Seeing clients accomplish their goals and achieve their dreams is what drives her to do well in her role.
From the creation of financial plans as a roadmap for clients to achieve their goals to handling incoming requests, Nicole’s responsibilities vary based on what our clients need.
Nicole attended the University of Wisconsin-Madison, where she earned her Bachelor’s Degree in Personal Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds her FINRA Series 7 and 66 licenses. When Nicole isn’t working she enjoys spending time with her friends, family and husband, Ben.