“The achievements of an organization are the results
of the combined efforts of each individual.”
Rodgers & Associates financial planners are committed to our clients, each other and to their profession. We take pride in our level of integrity, our depth of knowledge and the quality of our service. The singular goal of each individual at Rodgers & Associates is to help you live a worry-free retirement.
Though we possess the expertise to help you achieve your financial goals, we realize that expertise alone, is not enough. Efficient financial planning requires seamless collaboration and teamwork. To ensure this, a backup advisor is typically assigned to you in the event your primary advisor is unavailable. Our commitment to you can continue without any lapse in service and with the same level of quality you’ve come to expect from Rodgers & Associates.
Helping you make wise and informed decisions to protect and build your wealth into the lifestyle you envision is part of our promise to you. Delivering on our promise of independent and uncompromised counsel is how we do it.
Rick Rodgers, CFP®, CRPC®, CRC®, Founder
Lita (Lee) Pelko, CFP®, CRPC®
Alan Campbell, MBA, CFP®, CRPC®
Mike Helveston, CFP®, CRPC®
Christian Mauser, CFP®
Robin Russo, MBA, CFP®
Jessica Rodgers, General Manager
Sandy Skrodinsky, Director of Operations and Chief Compliance Officer
Susan Snyder, Office Manager and Registered Paraplanner℠
Mark Eisenberger, Director of Business Development
Barbara Smith, Client Service Assistant
Amanda Rothweiler, Client Service Assistant
Erika Eckman, Receptionist and Administrative Assistant