Financial Advisement Team

Michael Helveston

Mike joined Rodgers & Associates in 2007 after working for eight years at The Vanguard Group in Valley Forge, PA. There he advised high net worth clients in the personal financial planning division. Mike is a graduate of Bloomsburg University of Pennsylvania and holds a Bachelors Degree in Finance. He earned the Certified Financial Planner™ designation from the CFP® Board in 2004 and in 2007 attained the Chartered Retirement Planning Counselor (CRPC®) designation. Mike works with both new and existing clients and is part of Rodgers & Associates’ wealth management advisory team.

Mike has appeared as a guest on WITF-TVs Smart Talk show and has been interviewed by WGAL-TV about various financial planning issues during the recent financial crisis.

Mike is a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA) and has been a member of the Financial Planning Association since 2006. Mike has served the community as a volunteer mortgage counselor with Tabor Community Services. He has also volunteered for Junior Achievement helping promote financial literacy to school students in Chester County where he lives with his wife and two children.