Nicole Julian

As the Administrative Coordinator Nicole is responsible for providing support to our clients and the internal operations of the firm. Nicole is the newest member of our team and joins us having more than fifteen years of experience in the financial services industry where she has held several positions within customer service, administration and management.

Nicole started her career with Chittenden Bank after graduating from the University of Vermont and brings a diverse background and skillset having worked in various administrative capacities. Most recently Nicole was working in social and human services for the State of Vermont where she provided direct support to members of our community as a Patient Representative. While she enjoyed the relationships and connections she made in this line of work, Nicole was eager to transition back into the financial services industry and we are thrilled to have her as an integral part of our team!

Nicole grew up in Stowe, Vermont and lives in Essex Junction with her husband Steve, son Mason, and two dogs Winston and Boomer. Nicole is compassionate, energetic and shares the rest of our firm's avid love for animals.

My interest in finance began at an early age as my parents owned a grocery store in the town I grew up in. My dad would teach me how to make change for customers and I became fascinated in the different levels and roles within finance. My work experience gave me the opportunity to test out the waters in the Administrative duties of Finance and I soon realized how much I enjoyed the back office role and working with clients.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.