Employed with the firm since 1995, Niki graduated from the University of Alabama with a degree in Broadcast Journalism in 1991. As Senior Vice President of Corporate Affairs, her responsibilities include media relations, special event management and community relations. Having fulfilled all the requirements for licensure under the laws of the State of Texas, Niki, is qualified and authorized to engage in the business of insurance in the State of Texas as a Texas Department of Insurance Licensed General Lines Agent for Life, Accident, Health & HMO.
Jennifer "Niki" Boda is not affiliated nor registered with SagePoint Financial, Inc.
** Be assured Mr. Boda will never delegate the responsibility of advising or counseling you on any of your financial matters to one of his staff members. However, it is important to understand the value of each team member of our firm. Mr. Boda delegates all administrative tasks to his highly skilled team members. The team has been highly trained to handle all your customer service needs (withdrawals, paperwork, questions regarding statements, changes of address, etc.)
Delegating these tasks benefits you because it allows Mr. Boda to concentrate on what he does best which is to spend his time meeting with clients to advise them on their issues & concerns and to spend the other portion of the day keeping an eye on your investments and researching tax law changes that affect you & your money.