Barbara provides support services to our advisers by assisting with the development of financial plans for prospective clients. She is also responsible for ensuring best execution is received for fixed income trading. Barbara joined Rodgers & Associates full-time in 2002 because she was attracted to the fast-paced work environment offered by the financial services industry. She has not been disappointed since joining the firm and says the thing she still likes best is the pace of her job. She has been surprised by how quickly the industry changes with new rules & regulations but appreciates the opportunity the firm provides to learn more about the industry.
Barbara says helping clients accomplish their goals is the most fulfilling aspect of her role at Rodgers & Associates. When she is not helping clients, she enjoys spending time with her two children and friends in Lancaster.