Nicole joined Senecal Lyons & Associates in 2018, bringing a wealth of experience in fundraising and communications from the not-for-profit industry. Her passion for helping others aligns perfectly with our firm’s commitment to providing exceptional client service.
Nicole plays a vital role in our team, focusing on communications and client experience initiatives. She coordinates client appointments, manages our tax reporting program, and ensures clients are kept informed of industry trends and updates. Additionally, Nicole plans client appreciation events and financial education seminars to foster meaningful connections and empower clients to make informed financial decisions.
