Patrick E Olski

Originally from Brazil, Katia holds a background in journalism, which shaped her into a clear communicator and relationship builder; skills that continue to serve her well in the financial services industry. After earning her MBA in Finance from the University of Massachusetts, she transitioned into wealth management and financial planning, where her attention to detail and deep care for families’ long-term success quickly became her hallmark.

Katia excels in tailored financial plans and investment strategies. She supports wealth transfer and risk management and holds Series 6 and Life, Accident, and Health insurance licenses, enhancing her comprehensive client service.

Outside the office, Katia is a proud mother who enjoys beach days, food, and exploring New England with her family. Her passion for helping others achieve confidence in their financial journey is what drives her every day.

Nicole (Nikki) thrives on showcasing her versatility and dedication. With over a decade of experience in customer service, including roles in healthcare and hospitality, and as an Executive Assistant to a CEO, she brings positivity and excellence, focusing on supporting leadership and ensuring smooth operations. Holding a Life Accident and Health license further enhances her industry expertise.

Nicole graduated from Lesley University with a background in Science and Education, providing her with a foundation and analytical skills to tackle challenges and drive outcomes.

Outside work, Nicole enjoys reading to unwind and broaden her horizons. Family is central to her life; she cherishes time with her husband and 2-year-old son, whether in playful afternoons or cozy evenings. She also loves baking, experimenting with recipes to delight loved ones. Balancing her professional and personal life brings her immense satisfaction, allowing her to thrive in both spheres.