Jackie enjoys interacting with the firm’s clients and is usually the person who greets them when they arrive at the office. She joined Rodgers & Associates because she wanted to learn more about growing her savings to be able to retire comfortably. The team approach has been a real bonus. Jackie likes the way everyone works together to support clients. Some of her responsibilities within the team include assisting advisers in preparing and processing new account paperwork. She also oversees company correspondence and handles client service requests. Jackie feels the amount of charitable support the firm provides for the community is amazing. When she is not at the firm, she enjoys Lancaster’s local hiking trails and traveling with her husband, Nathan.
Team