"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."
Nicole has been with DeRose FPG for the last 24 years. As Client Service Manager, she widely supports our advisors in a variety of ways. She works directly with all clients on service questions, account changes and she handles complex issues and problems independently. Nicole prepares and processes paperwork for investment and insurance. She also processes money movement instructions for clients, when directed by the advisor and/or client.
After receiving her bachelor’s degree in business management, with a minor in marketing, from the University of Illinois at Chicago, she returned to the fast-paced world of client service and began working closely with Karen to further the success of her practice. To widen her problem-solving abilities, Nicole received her Series 6 and 63 licenses.
Nicole has been happily married for over twenty years. She and her husband have two children; their son is studying Finance at the University of Illinois at Chicago and their daughter is a freshman in high school. Nicole and her family enjoy attending her daughter’s volleyball, basketball, and softball games. They also spend time trying out new restaurants, cooking and baking as well as watching their favorite shows together – Riverdale, Ozark, and Survivor to name a few.