Nikki Barrett, DNP, MBA, CFP®
Founder & Financial AdvisorI 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.
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.
Certifications and Licenses
- CERTIFIED FINANCIAL PLANNER™
- Series 7 & Series 66 licenses held through LPL Financial
- Health & Life Insurance Licensed
EDUCATION
- Doctorate in Nursing: Executive Leadership
- Master of Business Administration
- Master of Science in Nursing: Neonatal Nurse Practitioner
- Bachelor of Science in Nursing

