The Friendly Voice on the Line, Making Your First Step Easy MEET NICOLE OTT
We talk a lot about “real planning, not templates.” But there’s a step before planning ever starts: the first call. That moment sets the tone for everything that follows, which is why I’m excited to introduce Nicole Ott , our new Lead Intake Coordinator (around the office, we call her “Nicole O.” so no one confuses her with our VP, Nicole Rego). Nicole is usually the first person you’ll speak with when you reach out. Her job is simple to describe and hard to do well: listen carefully, understand what you need, and get you to the right next step, whether that’s a Strategic Planning Session or a seat at an upcoming seminar. She’s the bridge between “thinking about it” and “getting it done,” and she handles that handoff with calm, care, and speed. What I like most about Nicole is that her professionalism is powered by heart. She’s been through the real-life experiences that bring many families to
us, navigating decisions when emotions are high. That experience fuels her mission here: help you get answers fast, avoid unnecessary fights, and put your wishes in order before a crisis forces your hand. It’s empathy first, then action. A few fun snapshots so you can picture the human on the other end of the line: Nicole’s a summer person (think pool days and a firepit at night). She’s big on music, from country concerts to the competitive glory of music bingo. Before joining us, she worked in education, including with students with special needs, and also ran the front-of-house in the beauty world as an esthetician and salon manager. Translation: She knows people, she knows service, and she keeps things moving. What this means for you: When you call, a real human answers . You get clear guidance on what to bring, what happens next, and how we’ll keep your matter moving. No runaround. No mystery.
Just a friendly pro who respects your time and gets you where you need to go. If you’ve been meaning to start, or it’s time to refresh an old plan, Nicole is ready to help you take the first step the right way. Next step: Call us and ask for Nicole O. to schedule your Strategic Planning Session or grab a seat at our next seminar. She’ll get you squared away in minutes.
APPLE-CRANBERRY SALAD
INGREDIENTS
• 6 slices of bacon • 1/3 cup balsamic vinaigrette • 1/3 cup olive oil • 2 tbsp raw honey • 8 oz fresh baby spinach, rinsed and dried
• 3/4 cup dried cranberries • 1 Honeycrisp apple, peeled and thinly sliced • 1/4 red onion, thinly sliced • 1/2 cup feta cheese
“The experts at Monteforte Law have been outstanding! It was time to review and stay up with personal events like weddings adding to our family and a grandson. The growing family situations needed to be addressed, along with the forever changes in laws. “They listen and offer what is BEST for our estate planning. Now, we have peaceful sleep. This worry has been professionally addressed with the BEST with Monteforte Law team. “We thank you for bringing the Rock-Solid Wall to our needs. The whole team is outstanding!! “We thank you for always keeping us PROTECTED.”
DIRECTIONS 1. In a large skillet, cook bacon until crispy. Remove it from the pan and set on a paper towel-lined plate to cool. 2. In a small bowl, whisk together balsamic vinaigrette, olive oil, and honey. Set aside. 3. In a large bowl, add spinach, cranberries, apple slices, red onion, and feta. Crumble bacon pieces over the top. Use salad forks to toss ingredients thoroughly. 4. Add dressing to the salad and toss again until well-coated.
Inspired by TheShortOrderCook.com
– Priscilla and Franco S.
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