Nicole is a member of the Legal and Compliance team and serves as an internal thought partner to Willow Street, providing legal guidance and support across all aspects of the firm’s ongoing business activities. She brings deep expertise in trusts and wealth transfer planning to her role, serving as a trusted resource on complex fiduciary and trust administration matters.
Nicole has more than two decades of experience in trust, tax, and estate planning, including tax efficient and asset protection strategies, charitable structuring, entity formation, and business planning. Prior to joining Willow Street, she served as Regional Director and Senior Wealth Planning Strategist for Dunham Trust Company, where she advised clients and their advisors on complex planning matters and was a member of the firm’s leadership team. Earlier, Nicole owned and operated her own law practice and held senior roles with Wells Fargo Private Bank and leading Nevada law firms. She began her career in San Francisco with the Tax and Legal Department of PricewaterhouseCoopers.
Nicole earned a BS in Finance with high distinction, from the University of Nevada, Reno and a JD from the University of California, Hastings College of the Law. She is a member of the State Bars of Nevada and California and is deeply engaged in the legal and estate planning community through speaking, writing and service. Outside of work, Nicole enjoys spending time with her family and outdoors, especially skiing, running, and being walked by her dogs.
