Advisor Profile

Nicole Anderson

Director, Wealth Management

Nicole serves as a trusted partner helping clients navigate all areas of their financial lives.

Nicole strives to take the burden of worry off clients’ minds so they can focus on what is most important to them. She loves getting to know her clients and their family, what makes them all “tick” as individuals, and designing plans customized to their goals, interests and passions.

Nicole enjoys a constant on-the-go lifestyle with her husband and their three young children. She takes pride in continuously growing valuable relationships with family and friends, and loves to spend her free time outside playing with the kids and tending to her flowers and garden.


  • CFP®


  • Bachelor of Science, Finance, with minors in Financial Planning and Insurance, Illinois State University