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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Nikki Chaloux

Financial Advisor


Nikki is an accomplished financial professional with a background in providing comprehensive financial planning strategies. Born and raised in Vermont, he brings strong organizational skills and a commitment to helping others secure their financial future.

After completing his college education in Brookline, MA, Nikki gained valuable experience working with reputable firms in the insurance and retirement services industry, including New York Life Insurance and AIG Retirement Services. During this time, he honed his experience in financial planning and developed a deep understanding of the industry.

With a genuine passion for finance, Nikki's dedication and knowledge make him a trusted advisor to clients seeking comprehensive financial strategies. His approachable nature and ability to build meaningful relationships have been instrumental in providing top-notch service.

Outside of his professional endeavors, Nikki finds joy in exploring Vermont's natural beauty and cherishing quality moments with his family. As a devoted father of toddler twin sons, he embraces the joys of parenthood and creates a loving home complete with a dog and chickens.