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Nicole is a Private Client Manager with Private Wealth Reserve within FNBO Wealth. Specializing in serving high-net-worth individuals and families, Nicole provides a client-first experience while helping clients manage their complex financial needs.

Credentials

Nicole has worked for FNBO for 27 years with 15 years dedicated to FNBO Wealth. Prior to joining the Private Wealth Reserve team in Fort Collins, she held roles as a Mortgage Loan Closer, Teller, Personal Banker, and a Wealth Lead Specialist at our Greeley location. During this time, she developed her knowledge of wealth management and excellent customer service skills.

She attended Texas Christian University in Fort Worth, Texas for two years and then transferred to the University of Nebraska-Lincoln where she earned her bachelor’s degree in Elementary Education.

Passions

Nicole moved to Northern Colorado when she was three years old and returned after college where she raised her family and was an active volunteer at their school and church. She now volunteers at United Way of Weld County and the food bank in Greeley and Fort Collins. She loves her community and has enjoyed watching it grow over the years.

Outside of helping clients, Nicole enjoys spending time with her family including her two sons who recently graduated from University of Northern Colorado, baking, scrapbooking and admiring the amazing views of the Rocky Mountains from her home.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

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