Meet James and Abbey Nicolis
Financial Services Professionals
What Do They Offer?
Education and resources to help you take care of yourself and your family financially, both while you are alive and when you pass away.
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Why Are You #ChangingTheConversation?
Our why for offering services in the financial industry is a personal one and one that came full circle. The catalyst for us getting into entrepreneurship in 2018 happened due to James's mom passing from a sudden brain aneurysm. When that happened, our world got flipped upside down and we were devastated. We weren't prepared and because we weren't prepared we made a "Go-Fund-Me" in order to pay for all her expenses. Fast forward to the present, when we learned how we can help others prevent what we went through by properly educating them, we became passionate about helping others learn!
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Short Bio:
James and Abbey are serial entrepreneurs who started their entrepreneur journey back in 2018. After leaving careers in the medical field (for James) and Visual Merchandising (for Abbey), they pursued entrepreneurship full time. Since 2018, they have done direct sales/network marketing, social media management, social media marketing, influencer marketing and UGC before landing in the Financial Services Industry. Since starting their Financial Services business in 2023 they were awarded multiple awards such as Rookie of the Year in 2023, #1 Recruiter in the region and #4 Personal recruiter across all 50 states. Their unique outlook in business and expertise in other industries allows them to give each client a personal touch and a lasting impression on how the financial industry should be