Welcome Nicki!

January 19, 2016

Nicki Milks has joined us as of January 4th, as Administrative Assistant working with Nancy Penk.  Nicki has worked in the financial services industry for over 5 years.  She has passed her mutual funds course and has taken Financial Planning courses 1 and 2 so comes with considerable knowledge of what we do.  However, as our trading and client support systems are unique she will need some time to get up to speed so will be working with Nancy and learning by sharing duties. I think you will find Nicki to be competent, supportive and warm person.