Nikki Barrett, DNP, MBA, CFP®

Founder & Financial Advisor

I served in healthcare for the first 20 years of my career: first as a medical technician in the Air Force, then as a nurse, a neonatal nurse practitioner, and eventually in leadership as Director of Advanced Practice for a large health system.

When my position was eliminated after a hospital acquisition, it was a difficult season, but also a gift. It forced deep reflection on my values and purpose. Through divine guidance, I discovered a profession that aligns beautifully with my strengths, skills and passions.

Today, as founder of Rooted Wealth Management, I partner with clients to create personalized financial plans that bring clarity and confidence to every stage of life. For me, financial advising isn’t just about numbers — it’s about aligning money with purpose, so families can thrive with intention and without worry.

I’m married to Tim, a hospice nurse who has been in healthcare for over 20 years. He is an avid mountain biker and baseball fan. We have two wonderful children: Jack, a college student studying engineering and playing baseball, and Anna, a dedicated high school distance runner and aspiring veterinarian.


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Fun Facts

  • I met my husband in the ER! He helped me with a Foley catheter, and the rest is history
  • I love to fish!
  • When I’m not working you can find me at baseball games, track meets, on the yoga mat, or in the gym.
  • My cup is full — actually overflowing — and I’m so grateful.

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Certifications and Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 & Series 66 licenses held through LPL Financial
  • Health & Life Insurance Licensed

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EDUCATION

  • Doctorate in Nursing: Executive Leadership
  • Master of Business Administration
  • Master of Science in Nursing: Neonatal Nurse Practitioner
  • Bachelor of Science in Nursing