Nicole Kratz - Rodgers & Associates

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.

 [TS1]This could be changed from passive voice to active voice, but I’m not sure who is receiving the best execution. “…ensure our clients receive the best execution for fixed income trading.”?