Nicole Mayer , AIF®, CDFA™, RFC
Partner

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Nicole Mayer has always had a desire to educate others.  Her passion for education and finance combined made her realize the financial services model in the United States is broken.  She takes a holistic approach when advising clients facing life transitions. Her primary aim is to cultivate client relationships by identifying their individual goals and concerns and educating them based on the details specific to each unique situation. Like a fingerprint, each client’s situation is unique.

Nicole, along with her partners developed the The Life Print Advantage™, a proprietary, fee for service, educational approach to wealth management and financial life mapping.  This tool bridges the gap between education and planning, helping to give clients a newfound confidence in both their life and financial decisions.

With an unyielding commitment to guiding clients by clarifying and prioritizing their objectives, Nicole aims to provide high quality, personalized independent advice.  Her goal when meeting with clients is to go beyond their finances and help them find their true wealth and life purpose and help them navigate that journey.

A graduate of DePaul University with a degree in Finance and Marketing, an accredited investment fiduciary (AIF) and a certified divorce financial analyst CDFA™, Nicole has been nationally recognized for her knowledge and commitment and has been featured as a financial specialist in Fox Business News, WGN Channel 9 News, USA Today, Home and Family Finance Radio and Info Trak Radio.

Check the background of this investment professional on FINRA’s BrokerCheck.