Professional Approach and Experience:
Nichole is responsible for all new account setups, account maintenance, and account transfers. She assists on all accounts from start to finish and can walk you through online account access, new client paperwork, and move money requests and transfers. Nichole also loves to coordinate marketing and client appreciation events where her education is strongly rooted. She is a committed team member who strives for excellence both personally and professionally. Her commitment to community and customer service can help as you strive to achieve your financial objectives.
Nichole Bryant provides administrative support services only.
Academic Achievements Include:
Bachelor of Arts in Communication Studies
Master of Liberal Studies in Organizational Leadership
Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning
Life Outside of Business:
Nichole resides in Oklahoma City with her two children. In her spare time, she loves getting outdoors and traveling with the kids. They enjoy exploring bookstores, fishing, and throwing the ball around. Nichole is also a part of the Plaza District OKC art community where she creates and sells her unique and organic kids’ fashion clothing. She also loves running, practicing yoga, and fishing. On the weekends, you can usually find her and the kids adventuring outdoors or visiting with extended family.