About Nikki
Serving the Dayton area, Nikki provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Nikki works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Nikki proudly serves her clients as a Wealth Management Advisor. She provides custom, tailored wealth management solutions helping individuals and business owners build, manage and preserve their wealth. Utilizing her knowledge and expertise in the areas of investments, retirement income planning as well as tax and estate planning, she specializes in helping to preserve family legacies.
Nikki returns to the bank having previously served as a Financial Center Manager at multiple Fifth Third locations. Her previous experience in these roles gives her valuable insight allowing her to serve her clients even more efficiently.
Most recently, Nikki was a Partner at a Cincinnati Financial Advisory Firm, serving there as the head of Financial Planning and Chief Compliance Officer. In this role she also co-authored two retirement planning books and enjoyed hosting a financial radio show and podcast.
Nikki returns to the bank having previously served as a Financial Center Manager at multiple Fifth Third locations. Her previous experience in these roles gives her valuable insight allowing her to serve her clients even more efficiently.
Most recently, Nikki was a Partner at a Cincinnati Financial Advisory Firm, serving there as the head of Financial Planning and Chief Compliance Officer. In this role she also co-authored two retirement planning books and enjoyed hosting a financial radio show and podcast.
Education
Nikki earned her Bachelor of Arts in Business Administration, Finance and Real Estate from the University Cincinnati. She is a Certified Financial Planner® and holds multiple certificates as a Project Management Professional.
Licenses & Professional Designations
- Life Insurance
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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