Benefits and Retirement Consultants

Nikki is responsible for the daily operations of the Stony Point office. With 25 years of financial industry experience, she assists members with solutions to help them acheive their financial goals with the highest quality of service. Nikki has completed banking courses though John Tyler Community College, the American Institute of Banking (AIB), Virginia Bankers Association (VBA), and Bank Administration Institute (BAI). She volunteers with United Way, Chesterfield Christmas Mother, Stop Hunger Now, and the Teach Children to Save Program. "I love being a local banker in the Bon Air area!"

An independent trust and wealth management company that provides asset management, estate services, and trust administration to individuals, families and foundations.

Commonwealth Fund Services, based in Richmond, Virginia, specializes in traditional mutual fund and exchange-traded fund services, offering comprehensive solutions in fund accounting, transfer agency, administration, compliance, and distribution. With a focus on a diverse range of commingled products and support for multiple asset classes, the company aims to empower clients to prioritize investment selection over day-to-day fund administration. Functioning collaboratively like a family, Commonwealth Fund Services boasts an experienced management team that delivers tailored solutions to meet specific client needs. Their commitment to low costs and efficient expense management has established a successful history in the fund business, enabling them to provide exceptional services at competitive prices. Generated from the website