Executive Assistant to Mike Mazzei, CFP®, MPAS®
(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 2014. Working her way through promotions, Nicole is now the Executive Assistant to Mike Mazzei, CFP®, MPAS®. She works closely with Mike and his clients to ensure the successful creation and implementation of each individual’s comprehensive financial plan.
Nicole’s responsibilities range from client appointment preparation, relationship management, schedule maintenance and coordination with client services and the entire Mazzei team.
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.