Team

Nicole Kratz

Client Services Assistant and Financial Paraplanner Qualified Professional™

Nicole was attracted to the financial services field because it gave her the oppor­tunity to contin­ually learn new things, analyze data, and build relation­ships with clients and coworkers.

Balancing dual roles in client services and bond trading, Nicole is never bored. She is respon­sible for preparing and processing paperwork, trans­ferring assets, and handling client service requests. She also helps ensure our clients receive best execution for fixed income trading. Nicole says working at Rodgers & Associates satisfies her thirst for knowledge.

She also appre­ciates the positive impact Rodgers & Associates has on the community. The company is devoted to sponsoring, volun­teering, and donating to many nonprofits who work to make the community better. Nicole believes we should give back to our commu­nities and working at Rodgers & Associates allows her to volunteer alongside the company.

Nicole lives in York with her two cats. When she is not handling service requests for clients or volun­teering in the community, she enjoys renovating old furniture.