“The achievements of an organization are the results
of the combined efforts of each individual.”
Rodgers & Associates’ financial planners are committed to our clients, each other and to their profession. We take pride in our level of integrity, our depth of knowledge and the quality of our service. The singular goal of each individual at Rodgers & Associates is to help you live a worry-free retirement.
Though we possess the expertise to help you achieve your financial goals, we realize that expertise alone, is not enough. Efficient financial planning requires seamless collaboration and teamwork. To ensure this, a backup adviser is typically assigned to you in the event your primary adviser is unavailable. Our commitment to you can continue without any lapse in service and with the same level of quality you’ve come to expect from Rodgers & Associates.
Helping you make wise and informed decisions to protect and build your wealth into the lifestyle you envision is part of our promise to you. Delivering on our promise of independent and uncompromised counsel is how we do it.
Lita (Lee) Pelko, CFP®, CRPC®
Mike Helveston, CFP®, CRPC®
Robin Russo, MBA, CFP®, CRPC®
Erika Eckman, CRPC®
Patrick Carney, CFP®, CRPC®
Tiffany Leherr, CFP®, CRPC®
Jeremie Patrick, CFP®, CRPC®
Rick Rodgers, CFP®, CRPC®, Co-founder and President
Sandy Skrodinsky, Chief Compliance Officer
Susan Connors, Office Manager and Financial Paraplanner Qualified Professional™
Barbara Smith, Paraplanner and Trading Assistant
Amy Rothweiler, Client Services Assistant
Clint Krushinsky, Business Development Specialist
Mark Knepper, Financial Paraplanner Qualified Professional™ and Trading Assistant
Ann McCoy, Administrative Assistant and Events Facilitator
Jason Brown, Associate Financial Planner
Ashley Duff, Associate Financial Planner
Jessica Rodgers, General Manager