Nicole Carter

Nicole is a Minnesota native who grew up in Apple Valley and has called the Burnsville area home since 2014.  She earned her bachelor’s degree in Financial Planning and Insurance from Minnesota State University, Mankato.  Before joining Excel Financial, Nicole worked in a variety of roles, primarily focused on accounting and payroll.  Her passion for making a meaningful difference in the lives of others inspired her to pursue a career in financial planning, leading her to join Excel Financial in 2024.  Nicole holds a Chartered Retirement Planning Counselor™ (CRPC®) designation and works with individual investment advisory and financial planning clients, helping them work toward their long-term financial goals.  Nicole enjoys cooking and baking, spending time with family and friends, and exploring new restaurants with her sister and niece.