Nicole Wolfe

Nicole Wolfe serves as a Director of Retirement Plan Consulting at OneDigital, where she brings 26 years of experience in the retirement plan industry. She specializes in retirement plan consulting, client relationship management, and business development, with deep expertise in regulatory compliance, investment consulting, and strategic planning.

Nicole began her career in corporate accounting before transitioning into retirement services, where she held key roles at Charles Schwab and Huntington National Bank. At Schwab, she served as Senior Client Service Manager, leading initiatives to strengthen client relationships and improve plan outcomes. She later joined Huntington as Vice President and Relationship Manager, overseeing retirement plan consulting for corporate clients and driving strategic growth. Following the acquisition of Huntington’s retirement plan services division, Nicole joined OneDigital, continuing her commitment to delivering tailored retirement solutions and exceptional service.

Nicole earned her MBA in Finance and a Bachelor of Science in Accounting with honors from the University of Akron. Nicole holds several industry credentials, including FINRA Series 65, Life and Health licenses (OH and PA), NAPA Certified Plan Fiduciary Advisor, and ASPPA Qualified 401(k) Administrator.