Nicole Dray

Nicole is a CERTIFIED FINANCIAL PLANNER™ professional who helps individuals and families gain clarity and confidence in their financial futures. Drawing on her diverse background in education, finance, and accounting, she brings both analytical precision and a teacher’s heart to every client relationship. Nicole focuses on helping clients make informed, thoughtful decisions — empowering them to understand their financial strategies as much as they benefit from them.

Before joining her current firm, Nicole spent several years at a Columbus-based Registered Investment Advisor (RIA), where she specialized in financial planning and client service, followed by experience in accounting and commercial lending. Earlier in her career, she taught high school mathematics, an experience that continues to shape her patient, methodical approach to financial problem-solving. Nicole holds a Bachelor of Science in Integrated Mathematics from Ohio University and maintains her CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Nicole is an active volunteer with the American Cancer Society, contributing her time and energy to Relay for Life and community events such as the Pittsburgh Steelers Basketball Game. A proud Pittsburgh native, she enjoys skiing, relaxing by the pool, and cheering for her favorite hometown teams.