Nicole Gillum
Client Relationship Manager
Why do you specialize in retirement planning, financial planning or wealth management? If you are considered support or ancillary staff, share why you do what you do.
It is an industry of practicality with life applications. It is great to work for a company that has real time planning for the future, experiencing a systemized way to set goals for the life our clients’ want, whether relaxation, adventure or both.
Please share one of the most unique or meaningful (non-promissory) “lifestyle” experiences that your client achieved through your financial planning services.
After saving and investing for many years, one client I worked with, was finally able to make the transition to start spending his money. This was after several conversations about his thoughts and feelings on spending money in general. He was able to overcome his fears of running out of money and purchased upgrades for his home and planned international vacations.
What do “service, integrity and collaboration,” in the context of clients, service or support mean to you?
We collaborate with our clients to ensure we provide all the services needed for the complexity in their retirement. Integrity is one of our core values and we prioritize compliance and ethical business practices.
What do you think sets your organization apart from other firms?
We believe in keeping a smaller client base than many firms. This allows us to provide individual, personal, ongoing guidance and address their questions and needs in a timely manner.
What is your favorite part(s) of working with clients or supporting teams?
It is wonderful to listen to clients share about their lives, tell stories, and learn special things about each person. Learning about their families, careers, hobbies, and lifestyles is fascinating and I am often inspired by our clients.
Tell us a fun, interesting or unusual fact about you.
I was an alligator mascot for a country radio station
What are your favorite things outside of work?
My greatest joy is spending time with family, friends, and animals. Exploring the great outdoors of Colorado, hiking and camping is also something that inspires and motivates me. Of course, any adventure with a challenge and a great view.
Explain how your friends or family would describe your personality.
Social / Friendly Loyal / Dependable & Supportive
Please briefly describe your background, education and how you started your path into financial planning and investment management.
I grew up in Southern Louisiana, and completed my college education at LSU. I started my path into financial planning working at the front desk for Collier Financial. After meeting clients and learning more about the industry, I was honored to join client meetings. This motivated me to continue my professional development in financial planning.
Are there specific degrees, awards, accolades or experiences you’d like to highlight?
Master’s degree in Social Work. Bachelor’s degree in Psychology.
These views may not be representative of the views of the other clients and are not indicative of future performance or success.