Nicole Kratz - Rodgers & Associates

Nicole Kratz

Client Services Assistant and Financial Paraplanner Qualified Profes­sional™️

nicole kratz

Nicole was attracted to the financial services field because it gave her the oppor­tunity to contin­ually learn new things, analyze data, and commu­nicate with clients and coworkers in a profes­sional manner.

In her role with the client services team, she is never bored. She is respon­sible for preparing and processing account paperwork, asset transfers, and handling client service requests. Nicole says working at Rodgers & Associates satisfies her thirst for knowledge every day.

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 being an employee of the firm allows her to volunteer alongside the company.

Nicole lives in York along with her four children and three grand­children. When she is not handling service requests for clients or volun­teering in the community, she enjoys renovating old furniture.