Financial Advice that Makes the Complex Simple.

About Nicki

As Client Service Manager for the Vincennes office, Nicki strives to make sure clients have a positive experience by making them feel comfortable when they visit the office.

Nicki has over 25 years of experience in customer service. Nicki’s previous experience includes working in the health industry where she played many different roles.

Nicki resides in Bridgeport, Illinois where she married her high school sweetheart in 1990. Her passions include her two children. Nicki loves many outdoor activities and vacationing with her family.

Favorite food:

Anything Italian

Best piece of financial advice:

“Pennies do matter, so save them” – Her mother

Favorite quote:

“The only place ‘success’ comes before ‘work’ is in the dictionary” – Vince Lombardi

If Nicki could meet anyone, past or present, it would be:

Her Grandmother

Favorite book:

“To Kill A Mocking Bird” by Harper Lee

Favorite movie:

Top Gun

What motivates Nicki:

Her husband

Hidden talent:

Design home improvement projects

Something on Nicki’s bucket list:

To visit Hawaii

Place Nicki would most like to visit:


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.