As Executive Vice President at California Wealth Transitions, Nicki helps ensure all processes run smoothly for the firm from schedules to bond trades. Her passion for serving others shines through in every interaction with both clients and the CWT team. Invested in relationships, Nicki is intentional in getting to know clients on an individual level, far beyond accounts and balance sheets. You could say she brings the personal side to every service at our firm! Her favorite part of her role is having the opportunity to talk with clients, many of which have become close personal friends.
Prior to her time with CWT, Nicki spent 16 years with Merrill Lynch. Part of her deep experience in the industry included time as a financial advisor, working to develop customized financial plans to help clients achieve their goals. Nicki attended Skagit Valley College and has been married to her husband Keith since 1987.
You’ll find Nicki out on the ski slopes in the winter with Keith and their daughters. Their family also extends to several four-legged members, including two labs as well as a failed “barn” kitten brought to California from Montana who has now become a “house” kitten.