Nicole Smith, CRPC™

Nicole has over 15 years of experience in the financial industry. Her diverse background in budgeting, lending, retirement planning, investing, and trust administration allows her to create well-rounded solutions for her clients. Financial planning can seem overwhelming for many, so she strives to explain these concepts on a level everyone can understand. She is passionate about helping people feel confident about their financial future, which is why she specializes in 401(k) plans and retirement planning. She enjoys getting to know her clients and their families so that she can become a trusted guide, ranging from college planning to estate planning and everything in between.

Nicole has a Bachelor of Business Administration with a Major in Finance and Minor in Accounting from the University of Toledo. Volunteering is important to her; she currently serves as the board president for Sandusky County Habitat for Humanity.

Nicole grew up in Port Clinton and moved to Fremont when she married her high school sweetheart, Eric. They are the proud parents of 3 children who attend Old Fort Schools. Nicole enjoys playing on the water or curling up with a good book when she isn’t busy working or running her kids around.