As Chief Operating Officer & VP of Client Relations, Nicole oversees all day-to-day operations and new client engagements for Upstate Special Needs Planning. A native of Buffalo, Nicole came to Rochester, NY to attend St. John Fisher College. Nicole has been in the financial industry for over a decade and has background in sales, recruitment, and management.
Outside of work commitments, Nicole is involved in her community. She serves as a member of the Board of Trustees for WXXI Public Media & the Little Theatre, Board of Directors for the YMCA of Greater Rochester and is a member of the Development Committee for the Rochester Museum & Science Center. Additionally, she oversees a social meet up group she created to connect young adults with special needs in the community called The Social Exchange.
Former leadership and involvement include: Vice Chair of the Mental Health Association of Greater Rochester, Secretary of the Board of Directors for the Villa of Hope, Vice Chair of Women In Financial Services (WIFS) Rochester, Co-Chair of Membership for the Genesee Valley Club. Chair, St. John Fisher College Alumni Board of Directors, Member Representative for RocCity Coalition, Volunteer with Rochester Young Professionals, Business Mentor for Rochester's Young Entrepreneurial Academy, and committee volunteer for the Al Sigl WalkAbout.
Nicole has been featured in the Money section of US News & World Reports, Financial Advisor Magazine (online), the Rochester Business Journal and the Democrat & Chronicle. She is a 2014 Rochester Business Journal 40 Under 40 recipient and the recipient of the 2017 Distinguished Volunteer Service Award for her work with the Mental Health Association. In 2020, Nicole was honored by the Greater Rochester Chamber of Commerce as the 2020 IGNITE Future Leaders Award winner.