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Nicole Hoag

Nicole Hoag

Investment Advisor, Executive Wealth Management, Institutional Services

Nicole L. Hoag is an Investment Advisor on Schwartz & Co. Executive Wealth Management Team within the Institutional Services Group. She specializes in working side by side with individual and family clients with emphasisin retirement and college planning.

She has over a decade of experience in the finance industry working most recently as a Registered Personal Banker with JPMorgan Chase. She has completed three securities licenses and her life insurance license. In addition to being an Investment Advisor, she also is licensed in variable annuities. 

Nicole has completed a Bachelor’s Degree in Business Administration and Finance from Walsh College and is in the process of completing her Masters of Science in Finance and Masters in Business Administration at Walsh College. Upon completion of her degrees she plans to sit for the Certified Financial Planner Exam.

Nicole lives in Auburn Hills Michigan with her Husband, two children, a dog and two cats. The Hoag’s are very involved in activities with children and are active participants in the community.