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Doni Nicholas, RP®, CRPS®, AIF®

Doni Nicholas, RP®, CRPS®, AIF®

Senior Client Service Administrator

Doni is a Senior Client Service Administrator and is the operational lead for our institutional retirement plan business.

Her educational background in Economics and Psychology and diverse work experience prior to Slayton Lewis enable her to tackle a range of complex client issues. After joining the firm, Doni became a Registered Paraplanner (RP®), an Accredited Investment Fiduciary (AIF®), and obtained her Chartered Retirement Plan Specialist designation (RPS®).

She is the longest-tenured employee of Slayton Lewis, with almost 20 years at the company. Her many years of working with our clients and her knowledge of our technology systems allow her to rapidly and effectively solve any issues that arise. She is an expert on the operations of the retirement plan business, which eases the burden on the plan administrators and trustees, making her an invaluable resource.