Our Team

“The achievements of an organization are the results
of the combined efforts of each individual.”
– Vince Lombardi

Rodgers & Associates Planner-Advisers 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 adviser is typically assigned to you in the event your primary adviser 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.

Planner-Advisers

Rick Rodgers, CFP^®, CRPC^®, Founder

Lita (Lee) Pelko, CFP^®, CRPC^®

Alan Campbell, CFP^®, CRPC^®

Mike Helveston, CFP^®, CRPC^®

Christian Mauser, CFP^®

Robin Russo, CFP^®, MBA

Client Services Team

Jessica Rodgers, General Manager

Sandy Skrodinsky, Director of Operations and Chief Compliance Officer

Susan Snyder, Office Manager, Registered Paraplanner™

Mark Eisenberger, Director of Business Development

Barbara Smith, Computer Operator and Marketing Assistant

Amanda Rothweiler, Client Service Assistant

Erika Eckman, Receptionist and Administrative Assistant