Nichelle joined HB Wealth in 2006 and serves as Director, Client Service, with more than 19 years of financial operations experience. She provides leadership to Client Service Managers supporting client service operations and is responsible for maintaining key custodian relationships, managing escalations, and leading exception processing to ensure consistent, high‑quality service delivery for HB Wealth clients.
Nichelle holds a bachelor’s degree in business management and a Financial Paraplanner Certificate. She is also a 2023 graduate of the HB Wealth EMERGE Leadership Program, which provides leadership training and empowers individuals to become effective and successful leaders.
In her free time, Nichelle enjoys spending time with her family and photography.