From your initial conversation with our business development team, to subsequent meetings with your adviser, our goal is to provide you with a pleasant experience on your way to the lifestyle you desire. Our professional services team supports that effort by working closely with, and assisting, your adviser.
As CCO, Sandy is tasked with ensuring that the company’s actions are in compliance with current regulations and that our responsibility as a fiduciary to our clients is always upheld. Sandy joined Rodgers & Associates in March 1997, just months after its founding. She holds a Bachelor of Science degree in business from Kutztown University. Sandy lives locally with her husband Mark and daughter Taylor.
In addition to assisting in the day-to-day operations of the office, Susan coordinates essential material used by Rodgers & Associates financial planners while assisting the planners with scheduling, administration duties and review preparation. Her work allows our financial planners to utilize their time with clients more efficiently. Susan joined Rodgers & Associates in 2000 and received her Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning in 2005. Susan lives locally with her husband and their two children.
Barbara provides support services to our advisers by assisting with the development of initial proposal plans for prospective clients. Barb is also responsible for ensuring best execution is received for much of our bond trading. After several years as a part-time employee, Barbara joined Rodgers & Associates full time in 2002 She lives locally with her two children.
Our Client Services department is responsible for preparing and processing account paperwork, asset transfers and handling client service requests. Prior to joining Rodgers & Associates in 2014, Amy spent 14 years in the banking industry. In her free time, Amy enjoys reading, running and teaching Sunday school.
Clint works with prospective clients to help them determine if the services offered by Rodgers & Associates fit their retirement planning needs. He also participates in the marketing, advertising and new client business development efforts for the firm. Clint joined Rodgers & Associates in 2014. He lives in Lancaster with his wife and two children.
Mark is responsible for a wide variety of duties ranging from processing account paperwork and handling client service requests in our RA Financial Services division to assisting with the development of initial proposal plans for prospective clients, as well as assisting our advisers with trading functions. An accomplished musician, he enjoys spending his free time playing the piano and singing with a local band. Mark joined the firm in 2015 and lives locally with his wife Mandy and their son August.
Ann provides administrative support in several departments, helping to ensure efficient operations in each. She assists the managers in the compliance, office functions and marketing areas by performing a variety of clerical tasks. Ann also serves as our liaison to local non-profit organizations wishing to use the function rooms at The Manor. With her years of experience and strong knowledge of the catering industry, she helps make every non-profit event a success. Ann is a graduate of the University of Southern New Hampshire where she earned a BS in Hotel & Restaurant Management. She has two sons and lives locally with her husband, Kenneth.
Jackie is typically the person greeting our clients when they arrive. She assists the advisers in preparing and processing new account paperwork, sends company correspondence and handles client service requests. Jackie lives locally with her husband, Nathan and enjoys traveling.
Ashley joined Rodgers & Associates in 2018 after graduating from Temple University with a bachelor’s degree in Business Administration. She majored in Financial Planning and minored in Psychology. Ashley is a Candidate for CFP® certification and passed the CFP® Certification Examination in 2019. She is completing the professional experience requirement by working alongside the Financial Adviser team. Ashley works with clients and prospects by assisting in the preparation of financial plans, reviewing investments and evaluating tax projections. She is originally from Montgomery County, PA and recently moved to Lancaster. She has played lacrosse throughout her life and enjoys staying active.
As Lead CSA, Michelle oversees the workflow of our Client Services Department, delegates and prioritizes the duties and researches unique issues that arise. She joined our team with over 19 years of banking and wealth management experience. Michelle lives in the Willow Street area with her husband. In addition to enjoying time with their 6 children and 2 grandchildren, Michelle volunteers at her church helping with the clothing room, Operation Shoebox and teaching Sunday school.
Gabrielle joined Rodgers & Associates in 2019 after graduating with a bachelor’s degree in Business Administration from Temple University. She majored in Financial Planning and minored in Marketing and Economics. Gabrielle is a Candidate for CFP® certification and is currently studying for the CFP® Certification Examination. She is completing the professional experience requirement by working alongside our team of financial advisers. Gabrielle assists our advisers in the preparation of financial plans, reviewing investment strategies, and evaluating tax projections. Gabrielle is from Montgomery County, PA. In her free time, she enjoys reading, trips to the beach and watching the Philadelphia Eagles.
Adam joined Rodgers & Associates in 2019 after graduating from Temple University with a bachelor’s degree in Business Administration. He majored in Financial Planning and worked as a tutor for introductory finance courses at the Fox School of Business. Adam is a Candidate for CFP® certification and passed the CFP® Certification Examination in 2019. He is fulfilling the professional experience requirement by working side-by-side with our team of financial advisers. Adam supports advisers in serving clients and prospective clients by reviewing investments, assisting in the preparation of financial plans and quarterly reviews, as well as evaluating tax projections. Adam was born and raised in Lancaster County, and is glad to be servicing a community he considers to be home. Adam enjoys playing golf with friends, watching football, and learning about history.
Co-founder of Rodgers & Associates, Jessy is responsible for the day-to-day management of the firm. Her duties as the company’s GM include overseeing the firm’s human resource needs, all accounting functions and the supervision of property management. Jessy also directs the company’s charitable endeavors.