Nicole Overman

Client Service Associate

See if you're a fit

Derek Nutter

Brian Sarvela

Nicole excels at bringing a broad range of skills to champion your client service needs. When working with you and your personalized plan, she relies on nearly two decades of financial services 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.

Q & A

What are the 3 words that people use to describe you?

Cheerful, Compassionate, Compliant

Q & A

What motivates you in your work?

What motivates me in my work is helping people achieve their financial dreams and feel confident about their future. There’s nothing more rewarding than guiding someone toward financial security—whether that means buying a home, sending their kids to college, or retiring comfortably. Knowing I can play a role in reducing their financial stress and helping them make informed decisions is what drives me every day.

Q & A

What’s a financial value you live by in your own life?

A financial value I live by is consistently tithing and saving from every paycheck. For me, it’s about being intentional—honoring my values through giving and building financial stability through disciplined saving. It’s a practice that keeps me grounded, grateful, and prepared for the future.

Q & A

When you are not in the office, what are you most passionate about?

I am most passionate about my faith, family, friends, and health. My husband, Matt, is currently deployed with the MN Army National Guard, and my son, Jordan, just enlisted in the Air Force. I also have two teenage daughters, Madyson and Kiley. We keep busy walking our two large dogs—Max, a black Labrador, and Lizzo, a German Shepherd. I also enjoy taking group fitness classes and traveling.

Q & A

What’s a guilty pleasure you’ll happily admit to?

My guilty pleasure? Definitely going to the gym six days a week—and not just for a quick workout. I love taking two to four group fitness classes each time I’m there. It’s my way to de-stress, stay energized, and, honestly, I just really enjoy the atmosphere and the challenge!