Nicole has dedicated her entire professional career to helping business owners and corporate executives achieve their wealth accumulation and preservation goals. In her role as chief growth officer, Nicole identifies and fosters new opportunities that align with Aldrich Wealth’s strategic growth initiatives, continuing the firm’s established positive trajectory and long-standing entrepreneurial spirit. 

Nicole’s prowess spans wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. Her deep expertise and team-based approach enable her to provide clients with holistic solutions to complex challenges, ultimately helping clients achieve their goals. She is a Certified Public Accountant and has completed the Series 65 exam. 

Nicole is passionate about community development and is part of Vistage Worldwide, Inc., National Charity League, participated in Portland Business Journal’s mentorship Monday, and has been recognized as a PBJ Woman of Influence. She also volunteers regularly with several organizations and schools in her community that focus on creating opportunities and enrichment for youth. 

Nicole was recognized by Forbes as a Top Women Wealth Advisors Best-In-State honoree in both 2025 and 2026, ranking eighth in Oregon in 2025. This recognition reflects her industry expertise, and commitment to best practices, as evaluated through SHOOK Research’s rigorous due diligence process.

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Award February 4, 2026 for time period 6/30/24-6/30/25. Click here for additional information.  

Third-party rankings, recognitions, or ratings are no guarantee of future investment success and do not ensure any level of performance or results. Unless otherwise noted, no fee was paid for consideration of any ranking or award. They should not be construed as an endorsement and are generally based on information prepared and submitted by the firm.