Nicholle Overkamp, MBA is a financial planner and retirement planning specialist. She’s the founder and CEO of Wilcox Financial Group, LLC, a boutique financial planning firm in Williamsville, NY. At Wilcox, they are obsessed with their client’s success and helping them to achieve financial goals important to them. The firm offers Money Coaching, Fee Based Financial Planning, Asset Management and Insurance Products.
Nicholle typically works with career focused Women and couples who are ready to take action and achieve financial goals important to them. Nicholle and her team make the planning process fun, simple and practical.
Nicholle achieved her Retirement planning specialist designation from Wharton and her MBA with a concentration in finance from the University of Phoenix. In 2013 she was the Woman of the Year recipient for the American Business Woman's Association of WNY, 2016 Courageous person award recipient. Throughout her career shes received multiple top agent awards. She holds her FINRA Series 7 and 66 registrations and holds life insurance and health insurance licenses.
She serves the community as the Vice President for Prevention Focus, an organization that works within the community to prevent drug abuse and addiction, and promote healthy and happy lifestyles. Nicholle is currently working on writing a book about empowering women, decisions and education on what they need to know to "Own their future" and be finance savvy!