Nikki Wright

Nikki Wright is a Senior Associate at Choreo in Norman, OK, where she contributes to client relationship management, portfolio support, and operational execution within the firm. In this role, she focuses on tailored financial advisory services for high-net-worth clients, leveraging her extensive experience in trust administration and personalized financial planning. Her practice areas include wealth management, estate planning, and multi-asset portfolio strategies.

Before joining Choreo, Nikki served as a Relationship Management Associate at Heritage Trust Company, where she developed expertise in trust operations, client communications, and investment support for families and individuals with complex financial needs. She is also a Certified Life Coach, operating her own practice since 2012, with a focus on helping clients achieve personal and professional goals.

Nikki holds a bachelor's degree in Business Management from Southwestern Oklahoma State University. Her broad skill set spans financial planning, relationship management, and client education in the wealth management and trust services sectors, making her a trusted partner to clients with diverse asset management needs.