Meet The Team

Client Support Specialist

Nicole Cohoon

Nicole Cohoon is a Client Support Specialist with a B.A. in Social Science from the University of Central Florida. She began her career in 2019 as a bookkeeper and tax preparer, working with a variety of small businesses, and later supported clients at a registered investment advisory firm by managing account openings, fund transfers, and ongoing account maintenance. Originally from Tavares, Florida, Nicole now lives in Chelsea, Michigan with her fiancé, their three children, and three energetic dogs. A lifelong animal lover, she previously worked as a dog trainer and veterinary assistant before moving into finance. Outside of work, Nicole enjoys camping and boating in the summer, and running a laser engraving business in the winter, selling her creations at local craft fairs.