Nicole Zabel, Case Manager for Jim Longo and Paramount Wealth Advisors, began her career in the field of Education. Throughout her life, Mathematics and Education have been two of her greatest passions. After teaching for 4 years, Nicole chose to apply her skills to a new vocation and joined Lincoln Financial Advisors. As PWA’s Case Manager, she is able to make use of her analytical skill set to assist Jim in developing strategies for clients in order to enhance their financial lives.
Nicole graduated from the Saint Xavier University’s Honors Program with her B.S. in Mathematics and Secondary Education and she holds her State Insurance License. Nicole plans to leverage her educational background to help clients understand the financial planning process and the value it provides them. As Nicole embarks upon her career, she is fulfilling another passion – a passion to help people. She notes, “I am still using the skills that God gave me; now I use them to help a different group of people.”
Nicole is married and lives in a Chicago suburb with her husband and two sons. She enjoys spending quality time with family and friends as well as experiencing life’s adventures.
Disclosures: Lincoln Financial Advisors and its registered representatives do not give legal or tax advice. James A. Longo, Jr. is a registered representative of Lincoln Financial Advisors Corp. While the two firms will work together to provide you with the best service possible, each firm is independently responsible for the services offered. Neither Wojcicki & Associates nor Paramount Wealth Advisors are affiliates of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3635085-061621
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Wojcicki & Associates and Lincoln Financial Advisors Corp. (LFA) have formed a strategic alliance in order to offer you access to comprehensive financial planning services. As a client of Wojcicki & Associates, you have the opportunity to access the quality financial planning services of LFA.
17W220 22nd Street, Suite 410A
Oakbrook Terrace, IL 60181