Nikki has been with RBC Wealth Management since 2005. She joined the opening of the Albany, New York office as branch service manager, where she gained valued experience in administrative, organization and leadership skills, as well as compliance and legal issues. In 2014, Nikki joined The LOSAP Group and began working directly with Senior Vice President – Financial Advisor Dave Rogers. Nikki has worked with clients at RBC Wealth Management in the roles of registered client associate, senior registered client associate and investment associate, and partnered with Dave as a financial advisor on the team in 2022.
Nikki graduated from The Lally School of Management at Rensselaer Polytechnic Institute in Troy, New York, where she earned a Bachelor of Science degree in business and management, with a concentration in finance and a minor in psychology. She passed the Series 6, 7, 63 and 66 exams, holds New York life and health licenses and has more than 20 years of experience in the financial services industry. She has continued to expand her industry knowledge through various internal and external channels. In 2022, she achieved the Certified Plan Fiduciary Advisor designation.
Born and raised in Brunswick, New York, Nikki lives there now with her husband and their two children. She enjoys spending time with her family and supporting the activities her kids are involved in. She is involved in a number of community activities, and enjoys volunteering her time with organizations that support and empower our youth. Girl Scouts, Cub Scouts, Odyssey of the Mind and SIFMA Foundation’s InvestWrite program are a few of the organizations she has enjoyed working with in recent years. Having grown up in a family of firefighters and community volunteers, Nikki is personally committed to the work of The LOSAP Group, to supporting volunteers and the organizations that support them. Helping people prepare for their future financially is both important and rewarding work, and she continues to enjoy the relationships she builds through her business.
