Niki Koch

My career in finance began as a part-time teller, where I quickly discovered a passion for helping clients plan and build for their future. Over time, I worked my way up to Manager, driven by the rewarding experience of getting to know our wonderful clients. Listening to their stories and understanding their "Why" is at the heart of what I do, and it's always fascinating to see the connections between people in our seemingly small world.

Growing up in the small town of North Lima, Ohio, I learned the value of community and hard work early on. I used to walk across the street to school and head down the road to work at the local pharmacy after classes. Those experiences instilled in me a deep appreciation for the bonds we form with those around us.

At home, I share my life with my husband, Philip, and our two daughters, Hailey and Alaina. Our son, Damon, remains a cherished part of our family, and his memory is lovingly held in our hearts. Our home is lively with the energy of our three dogs, who keep us entertained as they race around our property. I find joy in simple pleasures, like shopping, and I treasure the moments spent at Taylor Swift concerts with my girls.

I am proud to be involved with Dylan's House, a nonprofit dedicated to helping autistic adults transition into homes of their own when the time is right for them and their families. The mission resonates deeply with me, reflecting my commitment to making a positive impact in the lives of others.

Every day, I am grateful for the opportunity to blend my love for financial planning with my passion for community and connection. It’s a privilege to walk alongside our clients on their journeys, ensuring they feel at ease and confident in their financial futures.