Nicole M. Sawyer

Client Account Associate

Nikki has over 15 years of experience in investment client service. She is responsible for managing and servicing client relationships. She is also responsible for a variety of tasks including onboarding of new client relationships and facilitating cash movements and requests. Nikki most recently worked for a hedge fund and a small public accounting firm.

She has an Associate’s degree in Accounting from Rasmussen University.

Let’s Connect to Discuss
Your Needs, Values and Goals