Nikki joined Aspiriant's predecessor firm, Quintile, in 2002, which merged with Kochis Fitz in 2008 to become Aspiriant. She has more than 10 years experience and an expertise in serving affluent families. Nikki is a Wealth Management team leader, responsible for leading a team of professionals in advising families, coordinating all aspects of families' wealth planning needs, and serves as the primary relationship contact for many clients. In addition to her client service and managerial roles, Nikki is the co-chair of Aspiriant's Wealth Planning Committee, which is responsible for creating and maintaining the firm's overall client service offering and experience, and is a member of the Client Service 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 member of the California Society of CPAs.