Niki is Managing Partner at EverNest Financial Advisors. She earned her BS in Economics and Spanish with Cum Laude honors from Butler University.
After beginning her career as a technical recruiter for Brooksource in Chicago, Niki joined Windsor Wealth Management in 2017 as a Client Service Manager, where she established new accounts and oversaw various administrative needs. Shortly thereafter, Niki was promoted to Director of Client Service at Windsor, supervising seven employees. She was also instrumental in coordinating Windsor’s marketing and rebranding efforts, including a new name and logo, printed materials and website.
After obtaining her CFP® certification, Niki began her role as a financial planner giving advice to clients regarding retirement and estate planning, college funding, and debt and tax management. She utilizes her expertise in MoneyGuide Pro financial planning software to help make recommendations after evaluating clients’ current financial plan.
Niki currently serves on the Investment Committee for Providence Cristo Rey School, one of 38 network college prep high schools in the country that equips students from families of limited economic means with the knowledge, character, and skills to transform their lives.
Near and dear to Niki's heart is Culver Summer Schools and Camps where she attended summer camp for nine years and worked as a naval instructor for five. She is a qualified US Sailing instructor and had the honor of being the first female Director of Basic Keelboat there.
Niki and her husband Sam live close to Butler University and faithfully follow the Butler Bulldogs basketball team.