About me

I grew up in New Prague and was the youngest of 4 kids. I was an involved student participating in everything from athletics to academic clubs to theater/music.

I attended St. Olaf College where I studied Social Studies Education & History. After my sophomore year, I began my career in the Northwestern Mutual internship program. I discovered that my role is to educate clients around what is possible in the financial world in order to help them live more intentional authentic lives.

I currently reside in Mankato, MN and when not in the office I spend my time doing the following: traveling, following the NFL & college basketball/football, volunteering with kids, singing, spending time with family, reading and pursuing theatrical interests like musical theater, improv, piano, and guitar.

Community Involvement

Our team takes community involvement seriously; below are the causes that mean the most to us. 

Celebrate Me Week

Celebrate Me Week is a week-long faith-based summer camp in Southern Minnesota for rising 7th graders. At camp, campers learn about positive self-esteem, self-acceptance, and are called to embrace their own uniqueness and go out in the world and be a difference maker. I spend one week a year at camp and am involved throughout the year raising awareness on camp. Camp allows me to stay grounded in service and in giving back.

At camp, staffers give talks about the different themes of the day to teach campers life lessons from their experiences.

Infants Remembered In Silence

IRIS is a nonprofit organization that helps families with the loss of a child whether that happens early in pregnancy to early childhood. In such a difficult time, IRIS provides needed support to the grieving families. They provide support by helping to create memories and keepsakes of the child, answering difficult questions to the best of their abilities and providing other resources to assist in the grieving process for families. IRIS has had a personal impact on Nikki on our team, and she gives back by going to various events and fundraisers hosted by IRIS to help raise funds to provide support to other grieving families.

Here are my areas of expertise

Our Clients: 

We specialize in working with directors & senior management at corporations, people over the age of 60, closely held business owners, and young affluent professionals who are big thinkers about the future. 

 

 

Advisory Services

Tax-Efficient Strategies

Financial Planning

Retirement Planning & Income Strategies

Insurance Protection Strategies

Education Planning & Funding

Multigenerational Planning

Estate Planning