About
Niki
Niki supports all aspects of the client experience—from account management to investment management and financial planning.
Prior to joining Focus, Niki was Director of Client Services at Windsor Wealth Management as well as a financial planner. Niki was instrumental in coordinating Windsor’s marketing and rebranding efforts. She then went on to co-found and act as Managing Partner of EverNest Financial Advisors. In addition to her management role, Niki was primarily responsible for providing financial planning advice to clients and managing client relationships. Niki also led the client service team, developed new employees, and served as the Chief Compliance Officer. She was vital to the success and rapid growth of EverNest over four years before joining Focus in 2026.
Near and dear to Niki’s heart is Culver Military Academy Summer Schools and Camps, where she spent her summers for nine years and worked as a Sailing Instructor for four. Niki and her husband, Sam, live in Indianapolis.
Education and Professional Milestones
- Butler University – bachelor’s degree in economics and Spanish, graduated cum laude
Niki supports all aspects of the client experience—from account management to investment management and financial planning.
Prior to joining Focus, Niki was Director of Client Services at Windsor Wealth Management as well as a financial planner. Niki was instrumental in coordinating Windsor’s marketing and rebranding efforts. She then went on to co-found and act as Managing Partner of EverNest Financial Advisors. In addition to her management role, Niki was primarily responsible for providing financial planning advice to clients and managing client relationships. Niki also led the client service team, developed new employees, and served as the Chief Compliance Officer. She was vital to the success and rapid growth of EverNest over four years before joining Focus in 2026.
Near and dear to Niki’s heart is Culver Military Academy Summer Schools and Camps, where she spent her summers for nine years and worked as a Sailing Instructor for four. Niki and her husband, Sam, live in Indianapolis.
Education and Professional Milestones
- Butler University – bachelor’s degree in economics and Spanish, graduated cum laude