Nicole Haliburton, CFP®, RRC

Licensed Associate

With over 25 years of experience in the financial services industry, Nicole brings to our team a wealth of unparalleled experience. Nicole joined our team in 2013, and as Russ’s licensed assistant, she is responsible for the administration of client investment accounts pertaining the Securities Offerings and for managing clients’ questions and concerns. Her attention to detail is an asset to the team when it comes to processing client investment and account needs. Nicole is an important member of the team; she prides herself on providing excellent client service and is dedicated to helping with all aspects of the business.