With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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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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