Compliance Consulting Services for State and SEC Registered Investment Advisors

Nicole Hale
Client Service Specialist
Nicole Hale, born and raised in North Atlanta later moved to Provo, Utah, where she graduated from Brigham Young University with a bachelor’s degree in Sociology and a minor in music. After graduating, she joined a prestigious Salt Lake City law firm as a legal assistant, supporting multiple attorneys in the real estate practice, including the chairman of the board. After deciding Utah was far too cold, this Georgia peach moved back home and has lived in Cumming for the last 12 years. Nicole worked as a property manager overseeing both residential and commercial properties while raising four children – two boys and two girls – with her husband, Morgan. Nicole brings a client-first approach to her work. After working with individuals, non-profits, and small businesses over the past few years, she has honed her ability to strengthen relationships and streamline support processes using technology, driving customer satisfaction, retention, and business growth. Â
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Fun Facts:
Nicole loves to cook and bake- ask to try her award-winning White Chicken Chili and Vanilla Almond Sugar Cookies.
Nicole serves as an executive member of her local school board.
Nicole has jumped out of an airplane not once, but twice!
470-881-3417
