“The achievements of an organization are the results
of the combined efforts of each individual.”

Vince Lombardi

A unique team of financial professionals

Our Team

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.

Financial Planners

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.

Rick Rodgers, CFP®, CRPC®, CRC®, Co-founder and President

Lita (Lee) Pelko, CFP®, CRPC®

Mike Helveston, CFP®, CRPC®

Robin Russo, MBA, CFP®, CRPC®

Erika Eckman, CRPC®

Patrick Carney, CFP®

Ryan Kelly, CFP®, CRPC®

Tiffany Leherr, CFP®

Professional Services Team

Sandy Skrodinsky, Chief Compliance Officer

Susan Connors, Office Manager and Registered Paraplanner

Mark Eisenberger, Director of Business Development

Barbara Smith, Paraplanner and Trading Assistant

Kathryn Rodgers, Client Services Assistant

Amy Rothweiler, Client Services Assistant

Clint Krushinsky, Business Development Specialist

Mark Knepper, Client Services Assistant

Jeremie Patrick, CFP®, CRPC®, Associate Financial Planner

Ann McCoyEvents Facilitator

Darci O’Donnell, Client Services Assistant

Jessica Rodgers, General Manager



2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437