Financial planning and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense. Working collaboratively with her clients, she makes what seems complex, simple to understand, she creates a work-optional lifestyle, and together with clients, they plan and organize so that the focus is not on just one challenge, but the entire family.

Nicky began her career in financial services as a Wealth Advisor Associate and much like she did in her youth, “I took apart the fragments of my extensive training and put the pieces back together in a cohesive way that can best serve my clients.” Since earning her MBA, she is determined to share her passion and enthusiasm for finance with the next generation of the industry. She currently teaches Finance at Harper, NYU, JCU, and UCLA. She began her practice by serving families affected by special needs and helps them to rest assured that they can focus on their entire families and not just the fear that arises as a result of having a child with special needs.

Nicky’s time outside of work is spent with her alumni societies and volunteering with Savvy Ladies, an organization determined to reduce disparities in financial education, 3rd Decade, Hire Heroes, and Alpha Phi Omega. She and her wife, Lauren, enjoy training for triathlons with their rescue dogs.

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