Nicole LaRocco

Nicole is a key member of our team, providing the personalized service and professionalism our clients have come to expect. She is dedicated to ensuring every client receives the exceptional care, attention, and support they deserve.

With more than 20 years of experience in the financial services industry, Nicole enjoys building meaningful relationships with clients. As both a administrative assistant and a mother, she understands the value of thoughtful financial planning, particularly when it comes to retirement planning and saving for college.

Nicole works closely with Jock Cameron on every aspect of account management, from account preparation and setup to ongoing service and reviews. She also oversees client service, ensuring that questions, requests, and concerns are addressed promptly and efficiently. We take great pride in the strong relationships we have built with our clients, and Nicole's dedication and commitment play an important role in that success.