Broker Check
Nichole Swanson

Nichole Swanson

Operations Administrator

Nichole joined the PFS team in the summer of 2018 through our relationship with independent broker-dealer, Cambridge Investment Research, Inc. She joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role, Nichole assists with administrative responsibilities including account management, reporting and planning, communication, and client services.

Nichole currently lives in Keosauqua, Iowa, and enjoys baking and spending time outdoors with her husband, two daughters, and dog. She is a great addition to the PFS team and looks forward to helping service your investments with Phillips Financial Strategies.

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