Nicole M. Clarke

"It is important to choose an advisory firm that focuses on planning that can be there through all stages of life."

Financial Advisor – 10+ years experience 
Compliance & Operations – 5+ years experience
Financial Planning & Investment Team – 5+ years experience

As a Financial Advisor, Nicole brings 10+ years of experience to SFG. Nicole provides comprehensive financial planning and investment management to individuals, families, retirees, and business owners. She is active in researching, evaluating, and recommending financial plans to meet the needs of clients. Nicole is instrumental in helping clients update critical portions of their plan for financial success. Her listening skills and compassion for helping clients drive her success at SFG. She enjoys seeing clients reach their financial goals and enjoy their retirement by giving them peace of mind. Nicole is on both the Financial Planning Team and Investment Team at SFG.  

Nicole graduated from Purdue University with her Bachelor of Science in Business Management. She has been with the SFG team since she graduated college in 2005. Alongside Financial Planning, Nicole has worked in various departments including Compliance, Operations, and Client Service. Nicole earned the Accredited Investment Fiduciary™ (AIF®) Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for clients.

Nicole is married and has two daughters. She enjoys spending time with her family, loves to travel, and plays on a women’s volleyball league. 

Nicole’s Qualifications

• Education
  • Bachelor of Science in Business Management, Purdue University, 2005
• Professional Designation
  • Accredited Investment Fiduciary™ (AIF®)