Qualifications

EDUCATION
BBA Accounting · Texas Tech University
MBA · Texas A&M University at Commerce

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Member of the Employee Benefit Plan Audit Quality Center Women’s Finance Exchange

MARKETS OF EXPERTISE
Plan Benefit Audits, Plan Consulting & Document Redesign, Plan Administration & Recordkeeping, and Plan Reporting

SERVICE AREAS OF FOCUS
Assurance and Financial Reporting, Internal Controls, Research & Advisory Services

Background

“Try not to become a person of success, but rather try to become a person of value.” -Albert Einstein

Since 1999, Nicole has been providing professional compilation, tax, audit and advisory services for a broad range of companies including, manufacturing, service, non-profit organizations, construction companies and employee benefit plans. In May 2010, she transitioned solely to benefit plans which includes employee benefit plan audits, benefit plan consulting and third party administration services.

Nicole lives in San Antonio, Texas, with her husband of twelve years and two boys, ages 3 and 8. She is actively involved in the PTSA. Her family enjoys going to amusement parks, sporting events and taking family vacations.