Nicole Gillum, Client Relationship Manager
Establishing and building a relationship of trust, support and ongoing guidance is impactful for our client’s experience. Providing a place where they can plan for the future and gain confidence in their retirement is very important.
What sets Collier apart?
We enjoy getting to know our clients by spending time with them both in the office during meetings and offsite at our fun client events. We believe attitude influences the adventure of life! Our team is vibrant and innovative with a wealth of retirement planning experience.
It is an industry of practicality with everyday life applications. It is great to work for a firm that has real-time planning for the future where clients experience a systematized way to set and pursue their different goals.
Please share one of the most unique or meaningful “lifestyle” experiences that your client achieved.
After saving and investing for many years, one client 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, which lead to him purchasing upgrades for his home and planning international vacations.
Are there degrees, awards, accolades or experience you’d like to highlight?
These views may not be representative of the views of the other clients and are not indicative of future performance or success.