Director of Client Service, Executive Wealth Management, Institutional Services
Nicole L. Hoag is the Director Client Service for Schwartz & Co. Executive Wealth Management Team within the Institutional Services Group. Nicole is an Investment Advisor Representative and a Certified Financial Planner™ professional with over 15 years of experience. She specializes in working side by side with our wealth management clients with an emphasis in retirement and college planning.
She began her financial career in banking, working in lending, business banking and personal banking. She has completed three securities licenses. She is also licensed for life insurance and variable annuities.
Nicole graduated from Walsh College with a Masters of Science in Finance and Masters in Business Administration. Nicole has also obtained her CFP® Certification.
Nicole lives in Clarkston Michigan with her Husband, two children and dog. The Hoag’s are very involved in activities with children and are active participants in the community.