Nicole Watkins Martin

Licensed Office Professional
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Nicole’s role as a licensed office professional is very important. She assists with many aspects behind the scenes to ensure TM3 Wealth clients are taken care of and have an enjoyable experience. Nicole’s friendly personality and attention to detail makes her a valuable team member not only to the practice, but also our clients!

Nicole’s path to financial services wasn’t the typical story; prior to joining TM3 Wealth, she spent her career in social services. Helping and serving others is a passion of Nicole’s and she wanted to continue that pursuit in the financial services industry. A lifelong learner, financial services was an area that she wanted to learn more about and felt her skills would translate well given the values of TM3 Wealth aligned with hers.

Outside the office, Nicole loves to cook, enjoys reading and spending time with her pets. To her own admission, even though she might not be the biggest sports fan, she loves supporting and going to Twins games.

Nicole’s Values

  • Education
  • Integrity
  • Service
  • Compassion
  • Connection
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Nick Taylor

CFP®, ChFC®, BFA™, FIC | Owner / Wealth Advisor
As founder of TM3 Wealth, Nick brings passion, intelligence and a light-hearted side to the often-daunting task of financial decision-making.