Director of Wealth Management | Principal at Aspiriant in Los Angeles
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 at Aspiriant 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.
