Lee Pelko - Rodgers & Associates

Lee Pelko, CFP®, CRPC®, CFC™

Lead Financial Adviser and Certified Financial Planner™ Professional

I enjoy the variety of challenges each client brings to the retirement planning process. Each client circum­stance is unique, which allows me to use my problem-solving skills and give tailored advice that helps clients fully embrace retirement.

Lee has been a financial adviser at Rodgers & Associates since 2004. She began her finance career in 1992 as a tax adviser for H&R Block, and was most recently employed at Miller & Miller CPAs. Lee became an adviser because it presented the oppor­tunity to interact with people and use her analytical skills. Working at Rodgers & Associates gives Lee the ability to implement changes to improve efficiency and outcomes more quickly than she would be able to with a larger firm.

Lee often sees retirees who struggle to under­stand the best way to draw income during retirement. While many are comfortable spending their Social Security or pension, it can be more challenging to spend an appro­priate portion of their investment portfolio or coordinate minimum withdrawal rules. To Lee, there is nothing more satis­fying than helping her clients navigate the complexity of retirement and reach their financial goals. In 2015, based on her depth of knowledge and experience with complex retirement issues, Lee assumed the respon­si­bility of Lead Financial Adviser. She gener­ously shares her time and talent with the community and currently serves on the Investment Committee of the United Disabil­ities Foundation. She previ­ously served as a board member of the United Disabil­ities Foundation, a member of the Lancaster Hospice and Community Care Planned Giving Council, and as a student mentor through the Lilly Endowment Theological School Initiative to address Economic Challenges Facing Future Ministers. Lee is a classi­cally trained pianist and resides with her husband in Lancaster County. When she is not using her problem-solving skills for her clients, you might find her studying the Civil War or playing with the newest addition to their family, an energetic and lovable Bernedoodle.

  • Certified Financial Planner logo

    Certified Financial Planner®

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    Financial Planning Association®

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    The National Association of Personal Financial Advisors®