Nikki is focused on guiding clients through the retirement planning phase of life and provide ongoing guidance well into retirement. She is committed to educating clients when it comes to financial responsibility and helping pursue their financial goals. Nikki has been working in the accounting world for 16 years as both CFO of a telecommunications company as well as owning a tax practice in Colorado. Her knowledge of how retirement planning and taxation go hand in hand is instrumental in her approach to the planning process.
Nicole currently holds the FINRA Series 7, 24, 63 and 65 licenses through LPL Financial. She is also licensed and qualified in Accident and Health, Life insurance and Variable Annuities through the state of Michigan.
The University of Colorado at Colorado Springs is her alma mater. Nikki lives in the Kalamazoo area with her daughter and two dogs.