Post Election Reflections - About Our Presenters - Rodgers & Associates
Post Election Reflections — About Our Presenters

Post Election Reflections — About Our Presenters

Tess M. Puglio, CPA, CSEP

A principal with Bazella Dombrowski & Co, CPAs in Lititz, Tess is a member of the American Institute of Certified Public Accoun­tants (AICPA), the Pennsyl­vania Institute of Certified Public Accoun­tants (PICPA) and Pennsyl­vania Society of Tax & Accounting Profes­sionals (PSTAP).  

Tess assists privately held companies in the areas of taxation and accounting as well as focuses on individual and fiduciary taxation.  She assists clients with various aspects of their accounting and tax needs including tax return filings and planning for future tax liabil­ities.  In addition, she and her firm provide bookkeeping services and training to small businesses.

 Tess lives in Myerstown, PA with her husband Mike and they have two adult sons. In her free time, she treasures time spent with family.


Scott Alan Mitchell, Esq.

Co-chair of the firm’s Trusts and Estates Group, has been in practice for over 27 years and serves individuals, families, business owners, and corporate fiduciaries and trustees throughout south­central and south­eastern Pennsyl­vania in all aspects of estate and trust planning matters from complex to basic, business succession planning, asset protection and tax planning, special needs planning, long-term care planning/elder law, guardian­ships and various Orphans’ Court matters. He also counsels executors, trustees and corporate fiduciaries involving the admin­is­tration of estates and the ongoing admin­is­tration of various types of trusts, including special needs trusts.

Scott is a Lancaster native and serves clients out of the firm’s Lancaster, Harrisburg, Malvern, and Charleston offices. He is a frequent regional speaker to various profes­sional and civic groups on estate planning, special needs planning and long-term care planning and regularly authors articles on these topics.


Jeremie Patrick, CFP®, CRPC®

Jeremie joined Rodgers & Associates in 2016 after working for a Regis­tered Investment Adviser in York, PA. He became a financial adviser to merge his two passions: helping others and working with invest­ments.  Jeremie guides clients to and through retirement. His detailed and holistic financial planning work helps them reach their goals for life and legacy, by avoiding mistakes and helping to maximize their opportunities.

In his role as Lead Adviser, Jeremie’s respon­si­bil­ities include training new hires, enhancing the firm’s relation­ships with our strategic partners and serving as a ‘go-to’ resource for the team of Advisers.  He graduated from Shippensburg University of Pennsyl­vania with a bachelor’s degree in finance and a concen­tration in personal financial planning. While at Shippensburg, he was part of a team that managed the University’s Wisman Fund. 

Jeremie is involved in industry organi­za­tions, including the Financial Planning Associ­ation®, and joined the board of the FPA® of Central Pennsyl­vania in 2018. He also volun­teers in local organi­za­tions, including the Lancaster Chamber of Commerce. Jeremie resides in Lancaster with his family.