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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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1 min read

Nicole Frey Reaches Five-Year Mark with SRG

Jan 25, 2021 6:00:00 AM

Portland, Ore. (Jan. 25, 2021) – Today marks the fifth anniversary for Nicole Frey at Succession Resource Group (SRG), a succession consulting firm dedicated to helping financial professionals (RIA, registered representatives, agents, & accountants) value, improve, protect, grow, and plan for the transition of their business.

For the past five years, Frey has been a pivotal contributor to SRG’s success in creating exceptional client experiences, and continuing to build and evolve SRG resources and expertise.

As SRG’s Senior Project Coordinator, Frey has developed expertise over the last five years in entity formation, employment resources, contingency planning, mergers and acquisitions, and succession plan. Working day-to-day with registered investment advisors and independent registered representatives nationwide, she truly cares about their success and exceeds their expectations, receiving numerous five-star client reviews.

Frey’s core values — commitment, client care, and excellent follow-through — are present in every part of her work. To better serve and understand the financial services industry, Frey studied and obtained her Certified Financial Planner accreditation. SRG applauds her self-motivated initiative, dedication, and achievements in her position.

Outside of work, Frey is a dedicated mother and wife to her family and an avid runner with numerous races under her belt, intending to participate in a race in each state.

Media Contact:
David Pan | Marketing & Brand Manager


Topics: SRG
David Pan

Written by David Pan