I began my career with Edward Jones during the 2008 financial crisis in Seattle, WA. Twelve years later I still approach each day with an optimistic attitude and a passion for helping my clients achieve their financial goals. I take the time to understand what is important to my clients and their families so that we can create personalized strategies for their goals, such as sending their children to college, an annual family vacation, starting a business, an early retirement, funding an endowment for charity or spoiling their grandkids!
Once the plan is in place, we review it on a regular basis, adjusting for life changes and unexpected events. I live by the quote; “A wish is just a goal without a plan.” Turning wishes into achieved goals is my passion.
Our team takes pride in ensuring a high-end level client experience. We work with knowledgeable accountants and attorneys when needed, as well as coordinate with our clients' tax and legal partners, to make sure we have an effective plan in place.
Above all, we strive to provide an environment that is inviting and comfortable for clients to share their thoughts, dreams and opinions, knowing that their words will be held in confidence and taken to heart.
When I am not working, our family enjoys traveling to different cities and countries around the world to learn about and embrace their culture. We are also just as happy sitting around our kitchen table enjoying a home cooked meal. I am part of a military family. My husband is an Army Veteran who served three tours in the Middle East. Our daughter is in the Army Reserves and makes her dad and I proud that she followed in his footsteps. Our son is finishing high school with plans to attend college with the dream of becoming a teacher.
If you would like to have a second opinion and see where life's journey could take you and your family, reach out to us today.
My Personal Interests
- Spending Time with Family
Phone NumberNicole Simmons at (816) 228-4022
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