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.
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.
Amanda oversees the client service area, supervises the support staff and serves as liaison between Rodgers & Associates and our custodians. Her responsibilities include preparing and tracking paperwork, handling client service requests and order verifications. Prior to joining the team at Rodgers & Associates in 2006, Amanda served as a U.S. Marine Corps combat photographer and was stationed in Japan, Virginia, and Pennsylvania.
Amy assists Amanda in all aspects of client servicing. It is Amy’s voice most often heard initially when calling into our offices. Amy provides support to Amanda by preparing and processing account paperwork, handling client service requests and answering administrative client questions. Prior to joining Rodgers & Associates in 2014, Amy spent 14 years in the banking industry.
In addition to her primary duty of greeting clients and other visitors to The Manor, Katie helps in the client services department whenever possible. She is responsible for a large portion of the scanning and filing of electronic documents as well as the coordination of non-profits use of The Manor. Katie joined the firm in 2014 and is currently studying business administration at Harrisburg Area Community College.
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.
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.