We’re excited to welcome Nicole Geraci to the Creekmur Wealth team serving as the Wealth Advisor in our Avon, CO location. Nicole holds degrees in economics and political science from DePaul University. She has also completed the Financial Paraplanner Qualified Professional™ designation, Accredited Wealth Management Advisor℠ designation, and Certified Financial Planner™ designation. Nicole is currently pursuing Master of Science in Accounting at University of Colorado – Denver with the goal of becoming a Certified Public Accountant to be able to offer more extensive tax planning options for clients.
Nicole’s interest in finance goes back all the way to middle school when she wrote articles in the local newspaper about money for kids and served on Young Americans Bank Youth Advisory Board in Denver. She began her professional career at First American Bank in Chicago where she learned the ins and outs of retail banking then ultimately landing a role in their Private Client Group division. In 2008 she joined Rocky Mountain Planning Group. Her role started as the paraplanner and evolved through education and experience working with clients directly on various multi-generation planning issues to become RMPG’s lead financial planner. She especially enjoys solving problems and creating solutions. While she has a broad knowledge of the entire financial planning process, her focus at this time is retirement and tax planning.
Nicole is a member of Financial Planning Association, Vail Valley Business Women, and Vail Valley Young Professionals Association. In her free time, you will find either her running up the mountain trails with her husband and their dogs, camping, snowboarding or taking fitness classes at the rec center. She has completed five marathons, over 20 half marathons, numerous obstacle course races, and is currently working her way up to running a 100 miler.