Niki Wheeles has worked in the financial industry for over four years and holds the CRPC (Chartered Retirement Planning Counselor). A graduate of Salisbury University, Niki is passionate about financial literacy and serving clients.
As a Client Service Associate, Niki values the relationships she builds and cultivates with clients. She is committed to offering exceptional customer service and her caring and empathetic approach immediately puts clients at ease. She joins Butera Wealth Management after working with Scott for nearly two years at Edelman Financial Engines.
Niki resides in Frederick, MD and enjoys volleyball, going to wineries, traveling, camping, and being outdoors.