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Niki W

CFP®

Carmel, IN

Focus Partners Wealth, LLC

Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Elizabeth R

Series 65

Carmel, IN

Focus Partners Wealth, LLC

Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation. Her prior roles include positions at Evernest Financial Advisors and Valeo Financial Advisor, as well as experience working at Butler University. Focus Partners Wealth serves a broad client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services through a large platform that emphasizes a long-term, tax- and fee-sensitive investment approach with diversified strategies and an extensive network of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Frank E

CFA®, Series 63

Carmel, IN

Focus Partners Wealth, LLC

Frank Esposito is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He currently serves at Focus Partners Wealth, LLC and has previously worked at Evernest Financial Advisors, Sanctuary Wealth, and Windsor Wealth Management. Outside of his advisory role, he is involved in community service as treasurer for Providence Cristo Rey Building Corporation and the Bredeuf Hockey Club, and as a volunteer committee chair for a local Boy Scouts of America troop. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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