Nicole Harrison


As a CERTIFIED FINANCIAL PLANNER™ Professional, Nicole helps Jason and the team develop comprehensive financial plans to provide tailored and strategic advice to their clients. Her independent role provides an opportunity for an objective, analytical view of a client's financial position. Because Nicole's primary responsibility is the development of financial plans, the team is able to devote substantial time and attention to each unique analysis.

A graduate from the University of Maryland, Nicole also brings over ten years of fee-based financial planning experience to the team. She is also a founding member of the Prince George's County Collaborative Professional Association, and volunteers on the Board of Directors for The Collaborative Project of Maryland; two organizations which help facilitate positive outcomes for families going through divorce and separation.

Nicole holds the following series 7 and 66 securities registrations, as well as the Life and Health insurance licenses. She is a resident of Silver Spring, and a native Marylander. Her favorite pastimes include spending time with her family and friends and taking road trips on her motorcycle.