Has a passion for building relationships and helping clients thrive by ensuring they understand the minutiae of their cash flow as well as their overall financial picture.
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: As a financial planner, Nicki guides clients to make confident financial decisions. She believes in education and collaboration to support long-term financial understanding.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.B.A., Finance, University of San Diego
Previous Work Highlights: Nicki has worked in the financial services industry her entire career. She has held various operational, client service and financial planning roles at advisory firms based in San Diego, New York City and Colorado.
Personal Facts: Outside of work, Nicki loves spending time with her husband, two children and two dogs. She also has a multitude of hobbies that include traveling (30+ countries and counting!), golf, HIIT workouts, paddleboarding and archery.
