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Nikki Jonas fPqp® | Client Services Administrator, Paraplanner
"One of the strengths I value about Keeler Thomas is the team work approach we utilize every day in meeting client needs. As a team, we are able to bring a higher standard of service as well as greater competency and knowledge that benefits everyone."
Nikki is celebrating her 10th year with Keeler Thomas. Over the years, Nikki has excelled at meeting clients’ needs and working diligently to provide answers within the framework of their personal financial plan. In addition, as Client Services Administrator, Nikki oversees the scheduling and completion of tasks office-wide. She works directly with all back office employees to assure they are properly trained and maintain the necessary skill sets to meet all current and potential scenarios. Nikki has many organizational talents and uses them to help select and maintain the company software platforms as they relate to database support and CRM activities.
Prior to coming to Keeler Thomas, Nikki was a Purchaser for a local firm. Nikki holds the Registered Paraplanner designation (RP®)