Nicole is our Director of Operations, She is committed to delivering a high-quality client experience and fostering strong relationships that enhance value, retention, and growth.
Prior to joining Spartan Wealth Management, she gained more than 14 years of financial industry experience at Raymond James and Merrill Lynch as a Senior Client Associate. Her knowledge and experience enable her to provide reliable service and support to clients and teammates at SWM.
Nicole is an active supporter of several philanthropic organizations including Michigan Humane Society and Children’s Hospital of Michigan. She resides in Rochester Hills, Michigan and was married in 2014 to Justin Yates; they have a daughter named Reese.
When not in the office, she enjoys cooking, reading, riding Peloton, and spending time with family and friends.