Nicole Sennett is a Managing Director at Alden Investment Group.
Nicole has been in the financial services industry since her career began in Colorado in 2005. Over the course of her career, Nicole was named to Forbes Top Women Wealth Advisor (2020) and Working Mother and Shook Research’s list of Top Wealth Advisor Moms.
Nicole focuses her career on working with retirees, pre-retirees and trusts. She earned her Chartered Retirement Planning CounselorSM (CRPC®) designation, awarded by the College for Financial Planning in 2008. Nicole helps clients strategize for retirement years and pass wealth to future generations and/or charitable organizations.
Nicole takes a holistic and personalized approach to investing. She sits with clients face-to-face and listens to their concerns, creating a customized investing strategy to implement and regularly reviews progress. She works closely with her clients’ CPAs and attorneys with the goal of having a team of professionals behind every decision. After taking an in-depth look at each client’s financial situation, Nicole goes beyond the single dimension of investments, and provides personalized service and advice. Nicole consistently and actively engages with her clients to help strategize in all market conditions.
Nicole is an avid golfer, runner and volunteer in her community. She lives in Pennsylvania with her husband and son.