

Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Government Employees
- Women Investors
- Charitable Giving
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Government Employees
- Women Investors
- Charitable Giving
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®WMCP®
Wealth Management Certified Professional®
Personal Interests
- Spending Time with Family
- Traveling
- Football
- History and Museums
- Camping
Team Members
Nikki PorterBranch Office AdministratorFPQP®
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
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