Niki O’Connor

Daily Money Manager

Niki has over ten years of experience as a legal assistant in a firm that specializes in taxation, estates and trusts, and elder law. She provides assistance with accounting, bookkeeping and tax preparation and especially enjoys working with seniors in matters of estate planning and asset protection.

Niki was raised in Montgomery County. She spends most of her free time with her family and was especially close with her grandmother. She became her primary caregiver in the last years of her life. After her passing in 2006, Niki was inspired to volunteer with the Senior Connection, a local organization that assists Montgomery County seniors in living independently.

Niki is a trusted assistant to her senior clients, helping them handle overflowing file cabinets and tracking their income and expenses. Her quick smile and calm demeanor reduces everyone’s stress and her clients rest easily knowing that their financial paperwork is in her capable hands.


It is truly rewarding for a client to let me know how I have made a positive difference in his/her life.