Moneta Group

Prior to joining Moneta Group as professional consultant to the Gast team in 2009, Nicole worked for five years in the Federal Tax department at KPMG. “It was a great learning experience,” she says. “I worked with individuals and privately held financial institutions, but I also got experience auditing income taxes.” Although the work was interesting, she didn’t want to have an extended career in public accounting. “I wanted to be in a position to help clients make decisions that were relevant to their lives and families in all financial areas, not just advise them on tax issues.” 

Nicole finds Moneta better suited to her interests and skills. “I enjoy interactions with people and creating relationships as we work toward a client’s goals.  This is a much better fit for me than sitting at a desk reviewing tax returns all day. The personal side of the Family CFO concept is exciting and challenging. When working with a business, meeting with the CEO of the company, instead of working through nine different levels to solve a problem, is infinitely more satisfying.”

Nicole is an avid fitness buff. She enjoys boot camp and running, particularly the half-marathon distance. “Running is something I have to do,” she says. “It de-stresses me.”

• B.S., Accountancy, SIU – Carbondale
• Masters, Accountancy, SIU – Carbondale
• Certified Financial Planner®
• Certified Public Accountant