Niki McNee is a customer service dynamo. Having spent most of her life in and around financial services the jargon and complicated statements hold no fear. When you need to change something, fix something, schedule something or review details she will get the forms, help you fill them out, process and follow up. If you need to find a statement value, a tax form or current beneficiary designation; call on Niki. She is also responsible for arranging client events, updating the bucket list photos on the wall and scheduling appointments.
When she is not working Niki is an active involved Mom and Auntie. She also enjoys 3 dogs and a jeep.