Nikki (Snyder) Parness, MBA and CFP®, knows that thinking creatively "outside the box" is a valuable way to help clients meet, and exceed, their financial goals. She is excited to join a firm that has been built on a reputation of looking at a clients’ holistic financial situation before offering appropriate, individualized solutions.  Nikki strongly believes that accounting, financial planning, tax and wealth management should be thought of as a single integrated solution, and never as separate disciplines.

Nikki has been serving private clients at Fidelity Investments for the past five years and previously spent three years in the public sector working to create a balanced budget for the City of Eugene in Oregon.  Prior, she served a year as a volunteer with AmeriCorps VISTA providing individuals with financial and microenterprise development skills as an alternative to living in poverty.

As previously stated, Nikki is a Certified Financial PlannerTM (a certification granted by Certified Financial Planner Board of Standards, Inc. to those who are recognized for their high standard of excellence for competent and ethical personal financial planning), an MBA, and a CPA candidate.

Outside the office, Nikki has been married over two years and takes great pride in raising their beautiful daughter, Abigail.  She has enjoyed volunteering in the community as a Big Sister and YMCA basketball coach. She also enjoys challenging herself to stay fit by training and participating in charity events such as the Reach the Beach run in New Hampshire and Pole, Peddle, Paddle race in Oregon.