Client Service Associate
Nicole joined SMB in 2019 as a Client Service Associate. Nicole handles all policy service matters for Don Morris’s team including split-dollar administration, ownership changes, beneficiary changes, broker changes, and various reports.
Nicole is from Moraga, CA and graduated with a degree in Sociology with minors in Business and Psychology from Northern Arizona University. She returned to the Bay Area looking for a position that would allow her to use her skills in client services she developed while working as a manager at NAU’s Student Service Center. Nicole enjoys hiking and spending time with her family.
License and Certifications: Currently studying for the California Life and Health License