Financial Advisement Team
Standing left to right: Mike Helveston, Jessy Rodgers, Lee Pelko, Rick Rodgers, Alan Campbell, Sandy Skrodinsky, Mark Eisenberger.
Seated: Susan Snyder, Amanda Rothweiler, Barbara Smith.
Rick Rodgers | Founder and Certified Financial Planner
In addition to being a Certified Financial Planner™ Professional, Rick also holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Retirement Counselor (CRC®) designations. He is available as a keynote speaker on financial topics.
Lee Pelko | Financial Adviser
Lee is a Certified Financial Planner™ Professional and holds the CRPC® designation.
Alan Campbell | Financial Adviser
Alan is a Certified Financial Planner™ Professional and holds a Masters Degree in Personal Financial Planning from Texas Tech University.
Mike Helveston | Financial Adviser
Mike is a Certified Financial Planner™ Professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation.
More about Michael Helveston...
Jessy Rodgers | General Manager and Chief Compliance Officer
Jessy is responsible for the overall operations of the office and ensuring that all employees act in compliance with current law.
Sandy Skrodinsky | Director of Operations
Sandy monitors applications, transfers, statements and accounts for accuracy and efficiency. If you have questions about your statements or need to withdraw money from your account, Sandy can help you.
Amanda Rothweiler | Client Service Assistant
Amanda works with Sandy to process paperwork and handle client requests. She also provides back up on the phones.
Mark Eisenberger | Director of Business Development
Mark works to build our company through referrals, corporate relationships and other marketing and advertising efforts.
Susan Snyder | Registered Paraplanner℠
Susan works with our planners in preparing for reviews. She is also the first person you generally talk to and can help point you in the right direction or schedule an appointment to meet with one of our planners.
Barbara Smith | Computer Operator and Marketing Assistant
Barbara is responsible for maintaining our database of information and works with Mark to coordinate our marketing activities.
Newsletter
About
- Company Info
- History
- Our Unique Value
- Our Team
- Contact Info
The New Three-Legged Stool
In his new book, Rick tells the stories of how Rodgers & Associates has helped individuals get the most out of their retirement savings through careful tax planning. It's full of advice relevant to anyone who knows they need to plan for retirement but doesn't know how to allocate their savings.
Get more information at:
The New Three-Legged Stool Site