Niki Erb, a vibrant Investment Advisor Representative and fiduciary, enjoys partnering with her clients to develop pragmatic and actionable financial plans. Whether it be safeguarding savings, establishing short- and long-term financial goals or planning for retirement, Niki’s life experiences have taught her ‘life is change.’ Therefore, dynamic planning strategies are mandatory for financial success and peace of mind.
Niki’s interpersonal approach provides a deep commitment to developing each relationship; she invests time to learn and understand the personal attributes and life goals of each unique client. She listens and loves, builds confidence and trust, thereby empowering people to take the next step to achieve their true potential and purpose in life.
Niki has a strong propensity for ‘giving back.’ She has coached young athletes, mentored corporate women, and supported people in career transition. She has also won numerous awards for voluntarily organizing and leading many community events benefiting children, veterans, homeless, battered women, disabled, cancer and AIDS patients. The pinnacle award she received was the 2014 PepsiCo’s Global Harvey C. Russell Inclusion Award for diversity and inclusion; this truly exemplifies who Niki is at her core.
A graduate of Rider University (NJ) in Business, Niki, along with her husband Chris and their two teenagers, are avid multi-sport enthusiasts both on the field and in the stands. They also enjoy traveling and attend the Central Church in Matthews.