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.
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Serivces, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra AS provide legal or tax advice. This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC And investment adviser representatives of Kestra Private Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).