Nikki graduated from Texas A&M University in 2006 and began her career in the financial industry immediately after. She started with a large financial services firm, where she stayed for 2 1/2 years. While she enjoyed the clients she worked with and helping them with their unique situations, she felt the need for change and began a 3-year journey in the banking industry. She loved the organization she worked for and the staff she worked with, but always felt like something was missing. Even after 3 years, she missed her old clients and wondered how their financial plans that they had set up together were progressing. So after much consideration and support, she made the decision to return to a career of guiding people to reach their financial goals and dreams.
Nikki is dedicated to learning an individual’s personal goals and using them to build a plan focused on their specific needs. Change second sentence of paragraph 2 to: Once their custom-tailored plan is in place, she will continue to work with them to review achievements against their stated aims, and help move the overall plan forward. Personalized service is essential to Nikki when matching clients with the right products and services.
She currently resides in Weatherford, TX with her husband Kyle and their two dogs Fritz and Snickers. She enjoys playing soccer and softball, watching sports, working out, spending time with family and friends and playing with her dogs.