Director Retirement Plan Services

Nicole joined Alpha Pension Group in 2018 and specializes in plan design support, expense analysis, plan benchmarking and investment fiduciary oversight to help clients offer competitive retirement plans; foster employee retirement readiness; and satisfy plan fiduciary requirements. Nicole leverages her 20 years of industry knowledge and experience to deliver objective guidance and support to her clients. She believes, “retirement should be awesome, and every employee deserves the retirement they have always dreamed of.”

Prior to Alpha, Nicole worked for Thomson Financial Services before moving to Amman, Jordan where she worked for USAID. While overseas, she worked on a project focused on modernizing the Jordanian Stock Market to attract retail and institutional investors. In addition, Nicole was a vice president in Fidelity Investments’ retirement division for 15 years both prior to and after her time in Jordan.

In her free time, she enjoys family beach days, skiing, and gardening. She also likes to run and is always recruiting for the annual Narragansett Blessing of the Fleet road race!

Education and Professional Designations
Boston College; B.S. Marketing
Middlebury School of International Studies at Monterey; M.B.A.
Certified Plan Fiduciary Advisor (CPFA)
FINRA Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.