Broker Check

716-906-3175

You need a team that actually helps you use your money to build the life you want.

At Wilcox Financial Group, we work with women, business owners, and driven leaders who are serious about creating real wealth and long-term security—without losing themselves in the process. We bring together deep planning expertise, disciplined investment management, and real-world guidance so your money is organized, intentional, and working for you on purpose.

We show up with heart, hustle, and very high standards.

That means we listen before we prescribe, we explain without jargon, and we’re not afraid to tell you the truth, even when it’s uncomfortable, because your goals matter too much for us to play it safe. We’re here to help you feel clear, supported, and fully equipped to make smart decisions, not pressured or judged.

We care about the whole picture: your business, your family, your time, your health, and the legacy you’re building. We coordinate with your other professionals, help you navigate big transitions, and act as a steady point of contact when life gets noisy. Our clients know they can call us when something big happens—and we’ll already be thinking three steps ahead.

We’re not just here to manage accounts.
We’re here to protect what you’ve built, grow what’s possible, and help you create a life and legacy you’re proud of.

If you’re ready for a firm that treats your future like it matters, because it does, you’re in the right place.

 

Nicholle Overkamp, MBA, ChFC, CDFA, CLU

Nicholle Overkamp, MBA, ChFC, CDFA, CLU

CEO + Founder

716-906-3175

Sarah Blankenship, MBA, CLU, CFP®

Sarah Blankenship, MBA, CLU, CFP®

Lead Financial Advisor & Wealth Protection Director

716-906-3175

Brooke Tanner

Brooke Tanner

Financial Services Professional

716-906-3175

Stephanie Appenheimer

Stephanie Appenheimer

Office Manager

716-906-3175

Julie Smyth

Julie Smyth

Director of Marketing

716-906-3175

Remi Overkamp

Remi Overkamp

In-house Therapist

Our Core Values

Devotion

Devotion

We don’t just do the job—we love what we’re building. We show up fiercely for our clients, our team, and our mission. Passion isn’t optional, it’s part of the package. 

Growth Mindset

Growth Mindset

We’re obsessed with learning, evolving, and staying ahead—not just for the sake of it, but to bring real value to those we serve. We stay curious, open, and hungry for what’s next, never complacent. 

Honest Communication

Honest Communication

We believe in clear, direct, and respectful communication—especially when it’s uncomfortable. Truth + clarity are our baseline. No games, no fluff, just real talk that moves things forward. 

Authentic Grit

Authentic Grit

We do hard things.
We bring passion, perseverance, and
humilityto every challenge.We take ownership,
embrace the messy middle, and
never settle for easy when better is possible. 

Radical Support

Radical Support

We rise by lifting others.
Whether it's clients, team members,
or the women beside us—we show up, hold space,
and celebrate the hell out of one another.
No competition, just community. 

Empowering Your Financial Journey:
Unleash Your Potential with Confidence

You’ve built an exceptional career or grown a thriving business. You’re making your mark. Now, it's time to ensure your financial journey matches your ambition. Whether you're seeking financial freedom, a wealth management change, or a partner to guide your next steps, we’re here for you.

At Wilcox Financial, we believe you can have it all—on your terms. We’re your dedicated resource, inspiring ambitious women like you to take intentional action and invest wholeheartedly in themselves. Together, we’ll cultivate the mindset and financial strategies to help you soar—whether you’re scaling your business, elevating your career, mastering your money, or achieving true balance.

We believe in radical support. We will relentlessly push, challenge, and support you, so you can live the life you're capable of. Your best life, how you define it.

This is a judgment-free space to address your doubts, set boundaries, and learn to confidently delegate. Our nurturing guidance equips you with resilience and practical strategies for sustained growth and freedom. We’ll ensure you not only survive but thrive while boldly chasing your biggest ambitions.