Nicole Geraci has served as the Wealth Advisor in our Avon, Colorado office since 2022. She holds a Bachelor of Arts in Economics and Political Science from DePaul University and completed her Master of Science in Accounting in 2024 from the University of Colorado – Denver. Nicole is currently pursuing her Certified Public Accountant (CPA) designation to expand her ability to offer advanced tax planning strategies to clients.
She holds the Financial Paraplanner Qualified Professional™ (FPQP®), Accredited Wealth Management Advisor™ (AWMA™), and Certified Financial Planner™ (CFP®) designations. Nicole’s passion for finance began early. She wrote money articles for kids in her local newspaper and served on the Young Americans Bank Youth Advisory Board in Denver while in middle school.
Nicole launched her professional career at First American Bank in Chicago, learning the fundamentals of retail banking before joining their Private Client Group. In 2008, she joined Rocky Mountain Planning Group, initially as a paraplanner. Over time, she advanced to lead financial planner, working directly with clients on multi-generational planning needs. Her specialties include retirement planning, tax planning, and Medicare education. Nicole particularly enjoys solving complex financial problems and creating thoughtful, customized solutions.
She is a member of the Financial Planning Association and Vail Valley Business Women. Outside the office, Nicole thrives in the Colorado outdoors—running mountain trails with her dogs, camping, mountain biking, snowboarding, and taking fitness classes. She has completed numerous marathons, obstacle course races and is currently working her way up to a 100-mile ultramarathon.
