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Nicole Phillips

Since joining McPherson & Associates in 2008, Nicole has transitioned from Receptionist to our Client Relationship Manager.

Nicole assists new and existing clients with a variety of financial planning service matters.  With her detailed knowledge of our business’ approach to providing financial planning, Nicole ensures our services are delivered successfully every step of the way.

Within our financial planning team, Nicole manages a variety of internal processes and is invaluable with her high attention to detail, together with her cool, calm and collected approach.  This ensures our financial planning services are delivered with efficiency and in a professional and friendly manner.

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.