Director + Senior Wealth Manager
Nicole Rice, CPA
- Series 65 securities exam
- Retirement planning
- Design and implementation of corporate retirement plans
- Individual wealth management
- Certified Public Accountant
Nicole has dedicated her entire professional career to helping individuals and corporate clients with their financial needs. She has experience working in the areas of wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. Nicole provides investment-related guidance to individuals and businesses to meet their short and long-term financial goals. She is a Certified Public Accountant and has completed the Series 65 exam.
Nicole has and continues to volunteer at a number of organizations and schools that focus on creating opportunities and enrichment for youth. Additionally, she has enjoyed coaching her daughter’s soccer teams over the years. She graduated from the University of Montana with a Bachelor of Science in business administration with an option in accounting and a Master of Accountancy.