Nikki Dillon

Nikki Dillon is a Partner and Senior Client Experience Coordinator at TFO Wealth Partners in Toledo, Ohio, where she focuses on delivering tailored client service solutions for high-net-worth individuals and families. In her current role, Nikki is responsible for leading client engagement initiatives, ensuring the seamless execution of comprehensive wealth management strategies, and supporting clients across the firm’s full suite of family office and investment advisory services.

Her professional background includes progressive leadership roles at TFO Wealth Partners, including Director of Client Experience Coordinators, which sharpened her expertise in client relations and operational execution. Nikki’s sector focus is primarily on holistic wealth planning and family office services, working closely with clients to coordinate investment management, estate planning, and other broad financial needs.

Nikki holds a Bachelor of Business Administration in Health Care Administration/Management from The University of Toledo. Her early career began with an internship at TFO Wealth Partners, illustrating a steady trajectory of growth within the firm and a deep commitment to the client experience. Her comprehensive understanding of health care management complements her work in integrating specialized planning strategies for families and individuals with complex needs.