Hello! My name is Brooks Nichols, and I’m proud to serve some of the best clients around. I’ve lived in the Triangle my entire life. I moved to Wilmington for college, but Raleigh has always felt like home, so I inevitably made my way back. When I’m not working, you can usually find me exploring restaurants with my wife, Ashton. We love trying new spots as well as revisiting our longtime favorites. I’m a big Hurricanes and Panthers fan, and for anyone who follows soccer, I cheer on Tottenham in the Premier League. A few years ago I received a Kindle for Christmas and it sparked a deeper love of Historical Fiction. And, if you ever stop by my office, you’ll almost always hear some light jazz or relaxing music playing in the background.
At LifePlan Group, I work closely with Alex to help prepare for client meetings and support the planning process. My background is in Finance, and I’ve loved every moment of getting to work in this field. Before joining LifePlan, I worked at Fidelity Investments beginning in July 2022, where I helped clients with investments and strategy. Since coming here, I’ve been able to dive more deeply into tax planning, which has quickly become one of my favorite parts of the work. Prior to Fidelity, I spent time in accounting, rewarding in its own way, but nowhere near as fun as getting to interact with clients every day.
If you see me around the office, please don’t hesitate to say hello. I always have time for the wonderful clients we have the privilege of serving.
