Nicki’s passion for serving others comes shining through each day at California Wealth Transitions. She is keenly interested in knowing you, on an individual level, far beyond what your finances say about who you are. She wants to know your story, what makes you want to get up each day and keep going. You could say she brings the personal side to every service at our firm. As the Vice President, Nicki keeps the firm running behind the scenes, managing schedules and taking care of bond trades.  She also has deep experience in the financial industry since joining Merrill Lynch in 1983.

​She attended Skagit Valley College and has been married to Keith since 1987. Outside of the office, Nicki has many talents. She manages the family ranch in Montana and enjoys spending time with her two daughters.