Our Team


Get To Know Nikki Charette

(Owner & Founder)

This company is more than just a business to me. It has become a way of life. I started Nicolette Management because I know what it’s like to struggle, to lose, to rebuild, and to feel like you’re figuring it all out alone. I know what it's like to depend on a "professional", only to face answers like "I don't know" and to get no assistance when it matters the most. I also know that financial security and independence aren’t just dreams—they’re real, achievable goals when you have the right guidance, support, and mindset.

My mission is simple: to help people take control of their future.

Whether it’s through lifestyle planning, self-employment coaching, insurance solutions, or optimizing a business, I help individuals and entrepreneurs create stability, grow their income, and make smarter financial decisions to help them achieve their goals.

I don’t believe in one-size-fits-all solutions. Everyone’s journey is different, and that’s why I take the time to understand your unique goals, challenges, and vision for the future. My job is to provide real, actionable strategies that make a difference for you.


Professional Credentials

Nationally Recognized Certified Wealth Educator

2-15 Licensed in CT, FL, MI, OH, TN, TX

Florida Notary Public

Tax Preparer

Get To Know Kara Jo Levesque

(Incoming Partner)

This BIO is coming soon!

Professional Credentials

Credentials will be posted soon!

Licensed and Insured!


Licensed in CT, FL, MI, OH, TN, & TX and contracted with a wide variety of carriers, within each state.

*New states being added.

Nationally Recognized Certified Wealth Educator

Insured by NEXT

BBB Accredited!

Nicolette Management LLC has been

recognized by the BBB!

We currently hold an "A-" Rating!!

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on our Testimonials page!

Winter Park, FL

407-800-1797

nicolettemanagement.com