Nikki Pethtel

CFO

With more than 20 years of insurance accounting and operations experience, Nikki is responsible for the overall financial leadership of Investors Preferred. She enforces strong financial management accountability, provides timely and reliable financial reporting, and oversees strict internal controls within the firm.

She brought a robust background in financial oversight to Investors Preferred when she joined the firm in 2016. Within the insurance industry, she has extensive experience in leadership, management, and advisory positions. She also spent four years in public accounting, where she primarily audited insurance entities.

Nikki is a Past-President of the IASA Desert States Chapter, an insurance accounting professional association. She continues to serve as a board member.She earned a Bachelor of Science in Accounting from Clayton State University and a Master of Business Administration from Webster University.

Financial Oversight Experience:

  • Investors Preferred, 2016-present
  • Consulting with insurance companies, 2013-2016
  • Mid Rogue Health Plan / CareSource, 2011-2013
  • Millennium Consulting Services, 2007-2011
  • Brown Smith Wallace, 2003-2007
  • Gateway Insurance Company, 1999-2003

Recognition:

  • Board member, IASA Desert States Chapter Board of Directors, 2013-Present
  • President, IASA Desert States Chapter, 2018-2020

Education:

  • Master of Business Administration, Webster University, 2003
  • Bachelor of Science in Accounting, Clayton State University, 1999

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