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Nicholle Overkamp, MBA, ChFC, CDFA

Nicholle Overkamp, MBA, ChFC, CDFA


Nicholle Overkamp, MBA, ChFC, CDFA, is a celebrated Financial Planner and Retirement Planning Specialist. As the visionary Founder and CEO of Wilcox Financial Group, LLC, Nicholle's steadfast mission is to empower you to embrace a wealthy life abundant with joy and purpose.

With a dynamic approach, Nicholle and her dedicated team transform financial planning into an enjoyable, straightforward, and impactful journey. Rooted in a philosophy of unwavering support and tailored advice, they commit to aligning your financial strategy with your life's ambitions, ensuring that every step you take is measured and goal-oriented.

A champion for women's financial independence and advocacy, Nicholle actively contributes to the community as a board member for the Girl Scouts of Western New York and Mezzo Allies. Her passion for educating and guiding women in financial mastery culminates in her co-authoring the #1 best-selling book, "Money Bitch: A No-BS Guide for Smart Women Who Want to Own Their Financial Future."

Outside the office, Nicholle's zest for life manifests in her love for the great outdoors. Whether hiking, boating, snowboarding, or enjoying workouts, she finds tranquility and peace she needs outside of a vigorous work schedule. Nicholle's husband, Chris, nicknamed 'Crazy', is the owner of Bow and Stern Marine. Together, they embody the essence of a powerhouse couple, constantly inspiring each other to level up! Their spirited Goldendoodle, Remi, completes their adventurous trio, sharing in their love for open waters and office camaraderie.

Nicholle's academic and professional accolades are a testament to her expertise and dedication. A Retirement Planning Specialist accredited by Wharton, an MBA in Finance from the University of Phoenix, and a Certified Divorce Financial Analyst, her expertise is both broad and deep. Her exceptional service and profound impact have been recognized through numerous awards and honors, including the 2013 Woman of the Year by the American Business Women's Association of WNY, the 2016 Courageous Person Award, and the SBA Small Business Award in 2019.

Nicholle's industry recognitions, including multiple top agent awards, are supported by her FINRA Series 7 and 66 registrations, New York State Certification for Long-Term Care, and licenses in life and health insurance. Nicholle Overkamp is not just a financial planner—she's a beacon of empowerment, guiding through life's financial seasons with grace, authority, and a touch of adventure.