Client-Centric Financial Planning

Our Team

 
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Our Founder

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Our Team

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The Nautilus Group®

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Eagle Strategies LLC

Nicholas D. Rogers, LUTCF

Principal

Nick Rogers, principal and founder of Rogers Financial Group, knew from a young age that he wanted to be a financial advisor. He began working in the industry when he was only nineteen years old, and despite having many years under his belt, he’s still excited to go to work every day because he truly loves what he does. Helping his clients understand how to grow, manage, and protect their money is extremely rewarding for Nick, and he enjoys putting himself in his clients’ shoes and treating each of their situations with the same care and concern he gives to his own financial health and wellbeing.

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Nick works with clients in multiple states of the country, and prides himself on providing excellent service by being proactive and having an open door policy. In order to work for Nick, you have to love his clients as much as he does and go above and beyond to meet their needs. Nick’s clients know beyond a shadow of a doubt that he has their best interests at heart, and they appreciate that he takes whatever time is necessary to create and implement highly-customized financial plans based on their specific goals and risk tolerance. No matter how much planning someone has already done, or how complicated their situation might be, Nick always looks forward to helping people better their lives through proper planning and protection.

Nick holds his series 6, 63, 7 and 66 licenses, and he’s a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Roundtable (MDRT). As a result of his commitment to client service and results-oriented approach, Nick has won numerous awards for his excellent sales achievements, including:

- New York Life Chairman’s Council, 2014-2017
- New York Life Annuity Elite Member, 2014-2017
- New York Life Guaranteed Lifetime Income Annuity Leader, 2016
- New York Life Life Case Producer Leader, 2007-2013, 2015-2016
- New York Life Agent of the Year Runner Up, 2016
- New York Life Pacific Agencies Leading Life Case Producer, 2011, 2014, 2016
- New York Life President’s Council, 2012- 2013
- New York Life Executive Council, 2005- 2011

When he is away from the office, Nick cherishes the time he spends with his wife, Annette, and his sons, Braeden and Noah. They attend Sun Valley Church in Yakima, WA and enjoy going on mission trips to Mexico. Nick also coaches his sons’ basketball, soccer and baseball teams, and he writes music and plays the piano, drums and guitar.

David K. Cote, CLU®, ChFC®

Financial Services
Professional

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Scott Henyan

Financial Services
Professional

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Terra Anciso

Customer Relations
Specialist

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Trish Page

Licensed Administrative Assistant & Service Manager

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The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

 
 

How We Work

 

Our Business
Model

Our Process
 

Services &
Products

Our Financial
Planning Pyramid

Customized Financial Planning

A thorough financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients' intended financial futures. Through Eagle Strategies LLC, we'll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client's financial plans to ensure that they remain aligned with their stated objectives*.

*Financial planning and investment advisory services are provided by Nicholas Rogers, a Financial Advisor of, and through Eagle Strategies LLC, a Resigstered Investment Adviser.

Needs-Based Planning

Not everyone is in need of comprehensive financial planning services, and that’s perfectly fine. We’re happy to work with clients on a single-issue basis based on their specific need to help them meet their insurance and financial objectives. Our insurance and financial services often involve things like mutual funds*, life insurance, disability insurance, long term care insurance, 401(k) rollovers, and more. Whether you need help with one thing or many, we’re here for you.

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe,
and upon which we must vigorously act. There is no other route to success.”

One thing our clients can appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

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We work hard to provide our clients with the best services and products available.
Please click the images below to learn more about how we can help you.

Our Services

Our Products

Life plan for your business®

Income Tax Strategies

 

Special Needs Planning

 

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"Planning is bringing the future into the present so that you can do something about it now."

Alan Lakein

Our Advantage

 

Technology & Resources

Nautilus Blog
 

Video Library
 

Strategic
Alliances

Technology

Our financial planning clients utilize a cutting-edge wealth management platform that gives them insight into their financial well-being throughout every stage of life. This is the personalized, high-impact planning experience you’ve been looking for.

Resources

We are proud to offer Eagle Strategies LLC, a Registered Investment Adviser, and New York Life company, and the New York Life Insurance Company. As New York Life Agents, we have exclusive access to New York Life's Advanced Planning Group for advanced planning services for our clients whether it is trust or estate planning. With our affiliations we are able to provide our clients with some of the best resources in financial planning and insurance and financial services.

 
 

Effective financial strategies often requires a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Upcoming Events

 

Here at Rogers Financial Group, we host a variety of events, both in our office and in the community. Our educational and sales seminars, geared toward our clients and other third-party professionals, are a fantastic way to learn about relevant and important insurance and financial topics.

Client Portal

 

Address Change Form

Bank Service Form

Check-O-Matic
Request Form

Client Login

Contact Us

 

Our Location

1425 Lakeside Court
Yakima, WA 98902

General Office Location

601 W Riverside Ave, Suite 1600
Spokane, WA 99201

Get in Touch

Scheduling: Terra (509) 494-7832
Service: Trish (509) 494-7814
Fax: (509) 210-0387

Schedule an Appointment

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David K. Cote, CLU®, ChFC®

Financial Services Professional

David Cote, CLU®, CHFC® is a second generation financial services professional, registered representative with over 35 years of experience. Throughout his career with New York Life, Dave has qualified for numerous Council achievements including the prestigious Chairman's Council, President's Council and Executive Council as well as being a long time member of the Million Dollar Round Table, the Premere Association of Financial Professionals.

Using a client focused process, Dave guides his clients in helping them achieve their goals through income protection and various insurance and investment strategies. He holds state life and health insurance licenses and Series 6 and 63 licenses. He is actively involved in serving his community through his local Rotarian Club, and enjoys the great outdoors, fishing and traveling with his wife Christine Cote.

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Scott Henyan

Financial Services Professional

He has worked in the financial Services business for over 30 years. Scott is a Life member of the Million Dollar Rround Table, The Premere Association of Financial Professionals,  and perennial Council qualifier with New York Life Insurance Company. He holds state life and health insurance licenses and has Series 6 and 63 securities licenses and takes a client focused approach to retirement planning and other insurance and financial services.

He is married to Carolyn (his wife) for 41 years. They have 4 children, 5 grandchildren (& counting) and 1 great grandchild. Carolyn and Scott enjoy golfing and are active in the community and their church.

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Terra Anciso

Customer Relations Specialist

Terra joined Rogers Financial Group in September of 2014. As our Client Relations Specialist it is Terra's daily responsibility to greet, make comfortable and direct clients when they call or come into the office. In addition, Terra assists the the team with scheduling, confirming client appointments and completing various client requests.

Terra brings over 20 years' experience in Administrative roles and office support.

Terra has been married for over 18 years to her husband Danny and they have two children. The family enjoys the outdoors, traveling and spending time together.

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Trish Page

Licensed Administrative Assistant & Service Manager

She has lived in the Yakima Valley all of her life. She is married with three adult children and 4 grandchildren.

Trish has been in the financial services business since 1993, where she started with Smith Barney (Morgan Stanley) for 9 ½ years. She then began her career with New York Life Insurance Company in 2002 and has been an assistant to Scott Henyan and Nick Rogers ever since. She recently became licensed to be able to better assist our clients and the team on a daily basis.

She looks forward to serving you in the years to come.

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The Nautilus Group®

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Nicholas works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC logo

Eagle Strategies LLC

Through Eagle Strategies, Nicholas provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Nicholas can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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New York Life Insurance Company logo

New York Life Insurance Company

Nicholas, David, Scott and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)