Mark joined Rodgers & Associates because he enjoyed working with numbers and spreadsheets, which is an important part of the financial service business. As a paraplanner and trading assistant, he got exactly what he wanted. Mark assists with the development of initial financial plans for prospective clients, as well as assisting our advisers with trading functions. He likes being part of the team and is pleased that his role has an impact on the day-to-day workings of the company. The personal relationships he has been able to build over his years with the firm are very fulfilling. He looks forward to catching up with clients when they call. Mark says he has always felt great pride in providing customer service but since he works with clients for many years, he feels like he is helping friends or family members.
When Mark is not catching up with clients, he enjoys spending his free time playing the piano and singing with a local band. He is an accomplished musician and has been playing piano for more than twenty years. He lives in Lancaster and has a young son who is the light of his life.