Broker Check
Nicole L. Velazquez

Nicole L. Velazquez

Practice Manager

"Client service is what makes my job interesting. People will call with a question, a need or a concern. If I don't know the answer, I make it my mission to find out and respond to them as quickly as possible. It's a great feeling to know I've solved their problem."

After receiving her degree in business management with a minor in marketing from the University of Illinois at Chicago, Nicole returned to the fast-paced world of client service and began working with Karen DeRose. Nicole has been with DeRose Financial Planning Group for the last 19 years.

To widen her problem-solving abilities, Nicole received her Series 6 and 63 registrations. She also holds her life and health license. This allows her to effectively oversee every aspect of working with clients: from scheduling their first meeting, to managing business applications, to arranging annual plan review meetings, and all points in between. "Clients think of me as their ‘go-to’ person,” says Nicole. “They know I understand how important they are, and they never have to worry that I’ll get back to them.”

Nicole is married with two children & is very involved in her kid's lives. She enjoys spending time with her family and participates in neighborhood activities.