Nicki Milovanovic

Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you, we can create personalized strategies to help you achieve your goals.

I am lucky to be joining my father, Eric Raufer, in his practice where he has helped clients since 1983. The financial guidance he has provided since I was very young shaped how I handle my personal finances. I would love to help clients apply these same concepts to their portfolios. Our Branch Office Administrator, Wendy, is crucial to our success as...