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Nicole Tate*, CFP®, CLU®, ChFC®

Nicole Tate*, CFP®, CLU®, ChFC®

Financial Advisor, Sales Director

Nicole started her career in the financial services industry in 2012, upon completion of her Bachelor's Degree in Business Administration.  She has an extensive background in building and developing client relationships, coaching, and mentoring others, and she brings that knowledge and experience to the table when working with her clients.  Nicole understands that each client is unique, with goals and dreams that are important to them and their families.  She prides herself in taking the time to get to know each one of her clients, understanding what they are trying to achieve, and what challenges they face.  She then works with her clients to develop a plan that aims to help them to confidently plan for their future and accumulate wealth, while still ensuring that they are able to protect and provide for their families now.

Nicole holds her Life Insurance, Health Insurance and Annuities licenses, and FINRA series 6, 7, 63, and 65.  She has also attained the designations of ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) through the American College.

A lifelong Hoosier, Nicole lives in Brownsburg with her husband and two dogs.  She is a local coordinator with CIEE (Counsel on International Educational Exchange), a foreign high school exchange student program, and enjoys connecting families with students from all over the world.  In her free time, Nicole enjoys spending time with her family, camping, and reading.