Niki Theil

Niki Theil is a seasoned financial planner currently employed at Forum Financial Management, LP since May 2023, where expertise is applied in helping clients build, manage, and preserve their wealth through comprehensive services such as portfolio and retirement planning. Prior to this role, Niki served as a fee-only financial planner at Investor's Capital Management, LLC from 2013 to May 2023, and gained experience as a senior financial analyst at HP from 1996 to 2004. Niki holds a Personal Financial Planning Credential from the University of California, Santa Cruz Extension (2011-2012) and is an alumnus of the University of Illinois Urbana-Champaign.