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.
David Pan | Marketing & Brand Manager