Nicole Burdick, AAMS® is the founder and Financial Advisor of Money Maven Financial, a female-focused financial planning firm. She takes personal finance- including retirement planning, life insurance, getting out of debt, etc. - and makes it shame-free and approachable. Through Money Maven, she provides investment management and financial planning services for her private clients, focusing on women who are ready to master their money and want a personal guide.
Nicole's writing has been published in Bellingham Alive magazine, Business Pulse magazine, and CBS News, and she has also been quoted in HerMoney. She has been a featurd speaker for Collide, Whatcom Women in Business, and has been a featured guest on multiple podcasts. She was a finalist for the Top 7 Under 40 Chamber award in 2016, and a finalist for the Woman of the Year Chamber award in 2018. Nicole won Gold in Bellingham Alive's Best of the Northwest* in 2017, 2019, 2021, and 2022, taking bronze in 2016 and silver in 2020.
When she's not in the office, you'll find her spending time with her handsome video-producing husband, chasing her kiddos (age 6 and 4) or the family's chickens, or writing or performing music.
*Award based on reader poll votes.
Brittney has worked in the financial services industry since 2015, beginning as a a Division Administrator and also serving in an administrative support role to a Financial Advisor. She recently joined Financial Advocates, a company that is affiliated with LPL and provides operations support for our practice.
When she's not working, she enjoys spending time with her son (Bentley), friends, and family.
Client Care Phone: 360.918.9476
Email Brittney by clicking here
Geneva Foster is joining Money Maven Financial as our Client Care Specialist. She has been working with LPL Financial Advisors since 2016, and her experience includes both customer service and supervisory roles. She is passionate about helping people and solving problems, and is a huge asset to us.
In her spare time, she enjoys photography, jewelry making, music and taking in all the nature the Pacific Northwest has to offer.
Email Geneva by clicking here
The word "Maven" comes from Hebrew origins, meaning "someone who understands", or "expert".
As a female financial advisor, I've found that women in particular struggle with the feeling of financial overwhelm, and a sense of "I should know know how to do this by now". Becoming a Money Maven is a journey of becoming confident in making our own financial decisions, and sharing both our knowledge and our confidence with the next generation of women.
My dream for Money Maven Financial is to grow a community of women who learn together and encourage each other's journey toward financial empowerment. Empowered women empower women!
***for the record, we do work with men! We focus on women because as a female-owned small business, we understand the unique challenges women face. But men are welcome. 😁
LPL Financial is the #1 independent broker/dealer in the United States*, and I’m so grateful it was LPL that bought my former firm, Waddell & Reed. Joining this company has been an amazing experience as a young female financial advisor. They have a plethora of investment options, as many support services as I could possibly ever need, and some really straight-up awesome people at our Home Office. I serve on their Ambassador Council, attending semi-annual meetings in San Diego and Charlotte, keeping their executives connected with us advisors and what we want and need, and also have a insider’s look at their corporate strategy. I couldn’t picture a better company to be affiliated with.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2022); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.