Senior Client Services Associate
(918) 858-2805 | firstname.lastname@example.org
Nicole Jacobson began her career in the financial services industry in 2012 after completing her Family and Consumer Finance courses at Cameron University in Lawton, Oklahoma. She joined the Tulsa Wealth Advisors Team in 2013.
Working her way through promotions, Nicole is now the Senior Client Services Associate. Her duties include establishing accounts, processing rollovers and transfers, sending distributions and overall account maintenance.
Currently, Nicole and her husband Aaron reside in South Tulsa with their two sons James and William, along with their two dogs Smokey and Thor. They enjoy doing outdoor activities and movies as a family. Her passions include dance aerobics, coaching youth sports and making lasting impressions.