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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Nicole-Frey-Team-Photo

Senior Project Coordinator

CFP®

Areas of Expertise:

  • Project Coordinator
  • Contracts
  • Legal
  • Continuity/Contingency and Entity Formation

 

 

Nicole Frey, CFP®

Senior Project Coordinator

Nicole is our Senior Project Coordinator at Succession Resource Group and plays an instrumental role in the success of our client’s projects. Until her relocation to Oregon in 2014, Nicole worked as a senior legal assistant for a law firm in Washington for seven years where she managed multiple cases, communicated with clients/courts/government agencies, as well as drafted pleadings and legal notices. Nicole brings extensive experience in contract preparation and project coordination to our SRG clients. As part of the SRG team, she focuses on helping clients with succession planning, mergers and acquisitions, entity and employment-related matters, and contingency planning for death and disability of the owner.

Nicole began her upper education at Julius-Maximilian University in Würzburg, Germany where she passed her First State Examination for her German Law Degree. Before completing her studies, Nicole moved her family to the United States where she continued her education, obtaining a bachelor’s degree in business administration from Washington State University with a focus on strategic planning, operations, and management, graduating summa cum laude. She also obtained her CFP® certification in late 2018.

Fun Facts: If not training for a marathon or half-marathon, Nicole enjoys hiking with her husband and two daughters as well as reading and painting. As a German native, Nicole frequently travels to Europe and is always happy to share European history and culture.