Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Jennifer Baltic Osgood

CRPC

Private Wealth Advisor

Business Financial Advisor
Learn more about Jennifer Baltic Osgood Visit Jennifer Baltic Osgood's website


Our team

Nikki A. Cooper

Nikki A. Cooper

Business Development Director

Personal Intro

I have worked alongside Jennifer for over 28 years. I thoroughly enjoy working with our clients to help them achieve their financial goals. I have been married to my husband, Jim, for over 24 years. Together, we have 3 children: Derek, Reese, & Carson. When I am not working, I am spending time with our family, our Golden Doodles-Baker, Murray, & Charlie, 2 cats-Jinx & Harley Rae, friends, or traveling.

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