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 Registered Paraplanner℠ certification from the College for Financial Planning in 2005. Susan lives locally with her husband and their two children.
With over a quarter century of experience in the financial industry, Mark works with prospective clients to help them determine if the services offered by Rodgers & Associates fit their retirement planning needs. He coordinates and oversees marketing, advertising and new client business development efforts for the firm and has helped design our corporate business development initiative. Mark joined Rodgers & Associates in 2002 and resides in Columbia with his wife. He enjoys gardening, their four grandchildren and is an avid outdoorsman.
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 husband, Brandon and their two children.
Our Client Services department is responsible for preparing and processing account paperwork, asset transfers and handling client service requests. Katie joined Rodgers & Associates in 2014 as a receptionist and moved to the Client Services department in 2015. Katie lives locally with her husband, Trevor and is an accomplished artist with several of her works on display at The Manor.
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 joined Rodgers & Associates in 2014 to promote a stronger relationship with local businesses, retirement homes and communities and the non-profit community. He is responsible for coordinating unbiased and independent educational opportunities for employees of local firms and residents of retirement communities as well as working with non-profits in helping donors maximize the value of their charitable contributions. Clint lives in Lancaster with his wife and two children.
As Client Services Assistant to Erika Eckman, Mark is responsible for processing account paperwork and handling client service requests in our RA Financial Services division. Mark joined the firm in 2015 and lives locally with his wife Mandy and son August. An accomplished musician, he enjoys spending his free time playing the piano and singing with a local band.
Jeremie Patrick joined Rodgers & Associates in 2016 after working for a Registered Investment Adviser in York, PA. There he specialized in Social Security strategies, tax-efficient portfolio management and small business retirement plans. Jeremie graduated from Shippensburg University of Pennsylvania where he was part of a team that managed the University’s Wisman Fund and earned a Bachelor’s degree in finance with a concentration in personal financial planning. Jeremie passed the strenuous CFP® exam in 2015 and completed the experience requirement necessary to use the marks in 2017.
Ann serves as our liaison to local non-profit organizations wishing to use the function rooms at The Manor. With her years of experience and a strong knowledge of the catering industry she helps make every non-profit event a success. Ann has two sons and lives locally with her husband, Kenneth.
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.