Team - Rodgers & Associates
Our Team

Committed to Our Clients and Each Other

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 clients become finan­cially independent for retirement. Our team approach to client service has evolved over our 25+ years. By working together, we can take advantage of the strengths and experience of each person to make sure each client receives the same high-quality experience.

Our Collaborative Approach

Each adviser has a limited number of clients they advise to assure everyone receives the attention they deserve. Team meetings are scheduled at regular intervals for the purpose of sharing issues and solutions and to promote collab­o­ration. Advisers on the investment committee work together to determine our buy and sell lists.

Efficient financial planning requires seamless collab­o­ration and teamwork. A backup adviser is assigned to each client in the event the primary adviser is unavailable. Our commitment to each client can continue without any lapse in service and with the same level of quality our clients have come to expect from Rodgers & Associates.

Our Core Values

  • Excellence 

    Our goal is to provide the best possible client experience through innovation, continuous improvement, and an intense focus on client needs.

  • Professionalism 

    Respon­si­bility, respect, good judgment, and cooper­ation are qualities of all employees. We act solely in our clients’ best interests with undivided loyalty to them.

  • Integrity 

    The highest standards of ethical behavior is expected of all employees. With a strong under­standing of what is right and wrong, we are fair and honest in all we say and do. Trust is earned through the consis­tency of our actions and commitment.

  • Community 

    The common purpose of improving the lives of all neighbors while being a good steward of our resources is one of our prior­ities. Diversity among people, ideas, thinking, and beliefs expands our perspec­tives and helps change the world for the better.

  • Teamwork 

    Success is best achieved by working together to accom­plish goals. Clients, employees, other profes­sionals, and suppliers are treated with mutual respect and sensi­tivity. Our teamwork environment encourages everyone to contribute.

Meet Our Team

rick and jessy rodgers

Meet our Founders

Rick and Jessica started Rodgers & Associates because they felt financial advice should be driven by a client’s financial goals and objec­tives, not sales.

About the founders