The Investors Center staff is focused on one thing: helping our clients! With a century's worth of combined client-service experience, they are single minded in handling client needs with expertise and passion.
Staff members have come to us with a variety of skills and backgrounds, including a Certified Financial Planner certificant®, who is a registered principal and registered representative with RJFS, as well as paralegal, notary public, marketing, and securities operations experience!
Each has been thoroughly trained and cross-trained to provide excellent support and service to our clients.
Kim Nicholas, CFP
Heather Casella, Client Services
Kathi D. Boratko, Event & Marketing Coordinator
Kathi joined The Investors Center, Inc. in 2005. She coordinates and publicizes client events and professional seminars, prepares and distributes press releases, The Weissberg Report and other informational pieces, maintains the news/events page of the website, and performs other marketing functions. Kathi’s background includes six years as an actuarial recruiter and, prior to that, a career at The Hartford, where her responsibilities included variable annuity sales support, individual life and annuity product research, systems procedure documentation, and asset management services training. She earned a bachelor of science in business administration, cum laude, from The University of Connecticut and a certificate in paralegal studies from The University of Hartford.