With more than 25 years of industry experience, Nikki and her team work with business executives, business owners, retirees, and families to understand their life goals and provide customized strategies including a comprehensive plan with tax mitigation. Nikki feels that it is most important to listen to the client, understand what is most important to them and remain flexible in the investment approach with the changes happening in clients’ lives and families. She feels that every client should have a preservation strategy as part of their plan. She understands that complete financial advising is a meaningful long-term relationship and is a team approach alongside their CPA and Attorney.
Nikki started her career at Edward Jones in 1996 serving clients in its home office. In 2006, she accepted the role of financial advisor where she stayed for 14 years. In 2020, she joined Raymond James, a firm that offers her the resources to serve the complex needs of clients and wealth management.
Nikki holds a bachelor’s degree from University of Missouri-Columbia and a Masters of Business Administration from Lindenwood University. She holds the Accredited Asset Management Specialist℠ and the Raymond James Private Wealth Advisor designations. She resides in Town and Country with her husband and three sons, Aiden, Liam and Declan.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs to high-net-worth individuals, families and organizations.
The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.