Nicole joined Shepherd Financial Partners in 2024 to offer office and executive support as an Executive Assistant. She works closely with Mark and the team to see that the team is servicing our clients to the best possible extent.

Nicole has an extensive background in wealth management. Before joining Shepherd Financial Partners, Nicole was the Director of Client Relations at Freedom Trail Financial in Boston a partner with Commonwealth Financial Network, where she managed client relationships, provided financial planning & wealth management advisory services, and managed the firm’s technology platform. Nicole also worked as a sales operations manager at Spire Solar, a commercial solar engineering design and consulting firm.

Originally from Lexington, Massachusetts, Nicole graduated from Regis College with a bachelor’s degree in management. She also earned a Certificate in Financial Planning from Boston University.

Nicole is a passionate proponent for young women. Over the years, she has given her time and talents to various groups and organizations that encourage girls to embrace team sports, technology, the arts, and self-improvement. She is a member of the Boston Museum of Fine Arts and enjoys reading, design, music and comedy, and volunteering for the Massachusetts Cultural Council.