Meet our team
Nikki is a Registered Representative of LPL Financial and a licensed insurance agent.
I am a firm believer in taking the time to get to know my clients’ goals and fears, when it comes to their financial picture and needs. Working, one-on-one, with a client is not just a job to me, but a relationship and it’s important to understand each client individually. I love being able to educate and help people make better financial decisions.
Members of Women of Distinction 2019-2021 were recognized by CBSI, the representative’s former broker-dealer, for networking and mentorship opportunities. Based on experience, GDC, performance with their investment program, and contributions to the industry. Members of SALT 2019-2021 were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them to a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.