portrait of Nicole Nyboer-Halliwill

About Nicole

I get asked all of the time, what do you do... My answer is always the same: I work with three types of people. Do you need to create your personal wealth strategy? Are you a wealth builder (people committed to increasing their net worth) or have you transitioned to a wealth strategist? I help you understand and most importantly achieve the purpose of your wealth. Saving for your future and protecting your legacy should not be overwhelming. Are you navigating a loss of a loved one? Are you starting a family or new career, going through a divorce, job...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cornerstone UniversityBachelor of Science

Team Members

  • Cheryl Gough
    Sr. Branch Office Administrator

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