Nicole Boike, CPA, CFP®
In her role at SBK Financial, Nicole works closely with the tax team, as well as with the firm’s integrated planning and investment professionals. Her responsibilities include assisting senior tax advisors with tax planning strategies; preparing client returns (individual and entity), quarterly estimates and meeting deliverables; and conducting research. She appreciates SBK’s culture, and working in a flexible environment with colleagues from a variety of backgrounds from whom she can learn.
Nicole spent three years with PwC as a senior tax associate before joining SBK as an associate tax advisor in 2015. She made the move to gain more experience working with a wide range of clients with a variety of tax situations.
A graduate of the University of Richmond, Nicole looks forward to taking yearly family vacations, attending live music shows, snowboarding and other outdoor activities.