This Is What It Feels Like To Work With A Fiduciary
Having peace of mind about the future, especially when it comes to retirement, estate planning, and ensuring your family’s priorities and goals are preserved, truly provides a sense of security and confidence. A dedicated team with extensive financial planning experience—acting as the “quarterback” for your life—can guide you through an ever-changing world, making informed decisions and helping you stay on track.
With a team that understands your long-term goals that are based on your unique purpose, passion, and joy so you can navigate challenges and opportunities more effectively. Whether it’s ensuring your retirement plans are sufficient, your estate plan reflects your wishes, or your financial legacy aligns with your values, having that support makes all the difference.
Are you currently working on any specific financial goals or planning for a significant life event? Our Team can help you outline steps to achieve them and ensure you have a strong foundation for your future. Currently, there is no minimum to invest with Nikulski Financial, Inc., so to see if we are the right fit for your future, schedule a free consultation today.
Brian J. Nikulski, CFP®
As Founder and Chief Compliance Officer, Brian brings deep expertise and strategic insight to every client relationship. He guides individuals and families in achieving long-term financial success—whether it’s planning for retirement, funding education, optimizing tax strategies, managing investments, or building a lasting estate plan.
Andrew M. Swanson, MS, CFP®
Andrew is Vice President and Financial Planner. He works with clients to achieve long-term financial goals like retirement, saving for education, estate planning, tax strategies, and investment management.
Ethan R. Good, CFA, CFP®
Ethan is a Financial Planner. He collaborates with other Financial Planners in all aspects of financial planning including client meetings, preparing financial plans, data analysis, tax planning, investment research, trading, and portfolio management.
Andy D. Craig, FPQP®
Andy is the Chief Operating Officer. He oversees and coordinates the firm's day-to-day administration and plays a critical role in helping to shape and guide the future growth and development of the firm. Andy leads the firm in managing and improving firm processes and procedures, staff education and training, and oversees our technology services.
Amber J. Netherton, IACCP®, FPQP®
Amber is the Vice President of Operations. She is responsible for overseeing the day-to-day operations, supervising the client service team, identifying and resolving concerns, and ensuring compliance with regulations.
Rachael A. Finnegan, FPQP®
Rachael is the Client Relations Manager. She is responsible for guiding new clients through the early stages of establishing our professional relationship, ensuring smooth account openings, and the accurate completion of all required documentation. Additionally, she plans and organizes client events while supporting various other Client Service activities.
Mario A. Jorge, FPQP®
Mario is the Portfolio Administrator. He is responsible for the day-to-day administrative tasks in managing investment portfolios, trading, market research, data analysis and reporting, and monitoring risk exposure in portfolios. He also manages all funds transfers.
Graye M. Freeman, FPQP®
Graye is an Associate Financial Paraplanner. He works closely with the Financial Planners in the wealth management and financial planning needs of clients. He prepares and updates client financial plans, including data gathering, research, documentation, and client follow up. He completes data reviews and coordinates with outside professionals to obtain information to support comprehensive financial planning engagements.
Alexa V. Aise
Alexa is the Front Office Coordinator. She is responsible for welcoming clients, scheduling appointments and managing the shared calendar, overseeing office vendors and assisting in preparing for client meetings and events and managing all client ambassador activities.
Paige E. Carter, FPQP®
Paige is a Client Service Coordinator. She is responsible for preparing for client meetings, including client reports, forms and applications for account maintenance, and she manages tasks to ensure that all requests are completed. She works closely with our custodians to ensure that accounts are maintained and updated as needed.
Talen W. Butler, FPQP®
Talen is an Associate Portfolio Manager. He supports the investment team by conducting market and investment research, monitors portfolio performance, and assists with trading activities and rebalancing. He also analyzes financial data to aid in asset allocation, risk management, and portfolio composition.
Joel S. Lawlor
Joel is a Financial Planning Analyst. He constructs and analyzes financial plans, conducts research on planning strategies and investment topics, and performs data analysis. He collaborates with other Financial Planners in all aspects of financial planning including client relationship management, investment research, tax planning, and portfolio management. He is preparing to serve clients as a future Financial Planner with the firm.