“Tax work is so rewarding because not only does it offer the satisfaction of problem solving, but it also provides the gratification of helping clients get real cash savings that help them reach their financial goals more efficiently.”
In her role as a Tax Specialist, Nichole’s focus on tax planning and compliance is an integral part of the financial planning process at Truepoint. “I enjoy helping clients take advantage of favorable regulations within the law while ensuring that they are in compliance with tax regulations. And it is especially nice to be a part of a great team environment where I can really get to know the clients I am serving.”
Nichole graduated summa cum laude from the University of Kentucky in Lexington with two degrees, a B.S. in Accounting and a B.B.A. in Finance. She is a Certified Public Accountant (CPA) in both Ohio and Kentucky.
Outside of work, she has volunteered with many local youth organizations, including the Boy Scouts, Big Brothers Big Sisters, and the Adopt A Class Foundation. She and her husband, Joe, live in Northern Kentucky with their dogs, Gunner and Sadie. In addition to playing with the dogs, Nichole enjoys decorating and design, following University of Kentucky sports, and attending fitness classes.