Executive Assistant
Before joining TOAMS Financial, Nicole worked for JP Morgan where she held various roles. During this time she gained a wealth of experience regarding finances. Nicole took that experience in her next role as an ERC specialist. In this role she helped business owners file and collect their ERC payments from the Federal Government.
Nicole earned a Bachelor of Science in Business Administration major in General Business Management. Outside of work, Nicole's passion for travel reveals her adventurous spirit and curiosity about different cultures and cuisines. Her love for movies spans across various genres, from horror and sci-fi to suspense and romance, showing her diverse tastes.
Her affection for dogs, especially her pet Pia, reflects her caring and nurturing side. Shih-Poos like Pia are indeed known for their friendly and affectionate nature, making them wonderful companions. Nicole seems to have a balanced lifestyle, blending career success with personal interests and a love for exploration and entertainment.
Focus On What Matters to You
Locations
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
Newsletter
Join our Weekly Newsletter! We promise we won’t spam.
Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.
Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.