Client Service Associate
Nickie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include processing new and existing account paperwork, constructing and rebalancing account information and executing effective communication with clients to provide the highest levels of quality service. Nickie graduated from Concordia University Irvine with a B.A. in Business Administration where she served as a caption for their Division 1 Beach Volleyball program. She currently resides in Dana Point, CA where she enjoys spending time reading, being with family, and playing in beach volleyball tournaments.