As Client Service Coordinator, Nici is responsible for providing world-class service and support to our clients and helps resolve any complex client challenges. She also works to enhance our clients' overall experience by ensuring that they have access to their accounts and the information they need to pursue their financial goals.
While Pam focuses on the investments, financial planning, and the advisor/client relationship, Nici fills in the gaps by striving to understand the needs of the practice and taking direction from the team to address the clients’ goals and objectives.
Born in South Africa, much of Nici’s youth was spent living overseas. Eventually she settled in Maryland, and after working for various IT/government contractors, she married her husband who is now retired from the United States Air Force. When he took her around the world again, Nici focused on raising their two children. Today, she and her husband are almost empty nesters.