Nikki Yates

Nikki has been serving clients since 2017 and finds deep fulfillment in helping people navigate their financial lives with greater clarity, confidence, and purpose. She believes that financial planning is about more than numbers, it’s about understanding where clients have been, where they want to go, and creating a thoughtful plan to help them get there.

Nikki is passionate about empowering clients through education and clear communication, so they feel confident in the financial decisions they make and equipped to turn their goals and dreams into reality.

Through her own life experiences, Nikki is especially passionate about helping women recognize and navigate the opportunities available to them while building a strong financial foundation for a lifetime of success, even when life brings unexpected curveballs. She also enjoys working with young families as they navigate career changes, education planning, and the path toward retirement, as well as executives navigating complex compensation structures and planning for long-term success.

Nikki loves being part of the Austin community and has served on various boards with the Financial Planning Association and the National Association of Personal Financial Advisors. Outside of work, you can often find her exploring local coffee shops, hiking Austin’s many trails with her dog, Bowie, or making new friends wherever she goes.