Our Team

Nicole Overman

Client Relationship Manager

Contact Nicole

Phone: 612-347 8667


13100 Wayzata Blvd. Suite 300
Minnetonka, MN 55305

About Nicole:

Nicole excels at bringing a broad range of skillsets to champion your client service needs. When working with you and your personalized plan, she relies on nearly two decades of financial service experience to provide thoughtful, timely, and professional support – all with impeccable attention to detail. Friendly and enthusiastic, her passion for learning about you and your goals makes helping you achieve them even more rewarding. When she’s not driving her three children to dance, civil air patrol, equestrian sports, and swimming, Nicole enjoys spending time with her husband and taking MMA classes.