About: Making your life run smoothly takes the active participation of people who are committed to the same goals as you. Whether you’re a busy executive, energetic retiree, or full-time parent, you understand the value of working with advisors who have a particular knowledge, set of credentials, or relevant experience. Advisors who take the time to understand your needs and goals in order to create customized and well thought out plans. Advisors who believe it’s important to educate you so you
can be an active participant in the important decisions of your life.
Nothing is more important to Nicky than fostering long-term relationships with her clients that are predicated on trust and performance. Since 1998, Nicky has worked with smart, sophisticated individuals, families, executives, business owners and philanthropic organizations who have relied on her to help them protect what they have worked so hard to earn. Nicky follows a disciplined process to make sure every result and each potential risk is identified and quantified. Because wealth accumulation, whether earned or inherited, is not a simple business. And protecting it is even harder.
Specialties: Nicky has a well-rounded background, with an MBA in Finance from Villanova University and a BS from Syracuse University, as well as the advanced designations of CRPC® (Chartered Retirement Planning CounselorSM), and CIMA® (Certified investment Management AnalystSM). These designations indicate that Nicky has a comprehensive understanding of the entire retirement planning process, as well as sophisticated investment knowledge pertaining to the complex needs of families and institutional investors. Simply put, she has the knowledge, credentials and experience to understand the whole picture of your situation and to build a comprehensive plan to match it.
Quote: “A goal without a plan is just a wish” –Antoine de Saint-Exupery