Nikki brings more than 20 years of experience in the wealth management industry to River’s Edge. She spent 10 years at boutique family offices in New York and New Jersey, and 10 years at Wells Fargo Private Bank, assisting clients in New York City and surrounding metropolitan areas. Nikki is personally and professionally committed to providing an open and welcoming environment for those who are under-represented in the financial services industry. Her experience in financial planning, including tax, estate, trust, retirement, business succession, education, insurance and cashflow. Her focus is on multi- generational wealth and the rising generation, particularly women, the LGBTQ+ community, modern families and families with special needs.
Nikki obtained her B.A. in Economics at Bucknell University and her Juris Doctor (J.D.) from Rutgers School of Law and is a Certified Financial Planner (CFP®). She is a member of Impact 100 Jersey Coast (a women’s pooled-giving circle) serving on the DE&I Committee and chair of the Grants Review Committee. Nikki is also passionate about and volunteers her time in the “Get Out the Vote” efforts.
“Financial Planning is a team sport.”
Nikki and her husband Tony, divide their time between Long Branch, New Jersey, and Milanville, Pennsylvania. Together they share a blended family of four – Marisa, AJ, Penny and Agnes, along with their much-loved golden doodle, Louie. Family dinners, beach time and just watching the kids all coming together brings her joy. Nikki is an avid reader and has taken on a family tradition from her mother of quilting and sewing.