What do you enjoy most about wealth management?
Helping families navigate through the labyrinth of financial and life decisions.
What’s the biggest challenge?
Helping families prepare their children to be good stewards of wealth.
What quality of yours makes you best suited to what you do?
The fact that interacting and building relationships is like oxygen to me.
How should people think about their wealth?
As a wonderful resource to help accomplish bold and transformational changes in their communities, countries and even the world.
What do you like to do outside of work?
Spend time with friends.
What would you be doing if you weren’t working at Aspiriant?
Running a family office or a center for health and well-being.
What personal accomplishments are you most proud of?
Moving to LA on my own at the age of 14. Building a successful career and a strong circle of wonderful friends.
Education and accreditations
- B.S. in Accounting, University of Southern California
- M.S. in Taxation, University of Southern California
- Member of American Institute of CPAs (AICPA)
- Former Member, AICPA Personal Financial Planning Executive Committee
Nikki has over 16 years of experience in helping families successfully navigate financial decision-making. Her area of specialty is Family Office Services, which involves serving as the primary relationship contact for many clients and leading a multi-disciplinary team in all aspects of planning and consulting services, including investments, taxes, estate planning, risk management, accounting, and day-to-day financial management and coordination. In addition to her client service responsibilities, Nikki is a Wealth Management Team Leader, responsible for managing a team of seasoned professionals and charged with representing the Wealth Management arm of Family Office Services. In prior years, Nikki was a member of Aspiriant’s Client Service Committee, which is responsible for organizing and managing the firm’s client facing resources so as to help clients achieve their goals and client service professionals to reach their potential. In addition she previously served as the Co-Chair of Aspiriant’s Wealth Planning Committee.
Prior to joining Aspiriant, Nikki was a Client Service Manager in the Family Office Services group at myCFO. While at myCFO, she also contributed to developing the family office, estate planning and philanthropy service offering and platform for the firm. Nikki began her career in the Personal Financial Services group at PricewaterhouseCoopers, where she focused on tax, retirement and estate planning for affluent families.
Nikki earned a BS degree in Accounting and a Master’s in Business Taxation from the University of Southern California. She is a California CPA. Nikki is a member of the American Institute of Certified Public Accountants (AICPA) and just completed a 3 year tenure on the AICPA’s Personal Financial Planning Executive Committee.