“I believe my role as an adviser is to listen to my client’s unique situation and help them make smart financial decisions. My clients are counting on me as their fiduciary to help them make the right financial choices.”
Erika Eckman
Erika Eckman, CRPC® joined the Rodgers & Associates team in 2011 in an administrative position while she studied to become a Financial Adviser. As an adviser, her main responsibility is overseeing client relationships with RA Financial Services, a division of Rodgers & Associates. The several years spent in a support role has provided her with a firm foundation to better understand our entire client relationship process.
Erika has an Associate of Arts degree in Business Management and 10 years’ experience in the banking industry. She holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation through the College for Financial Planning. Erika’s interests include reading, trips to the beach and the Philadelphia Eagles. She resides in Lampeter with her daughter.
February 16, 2016 - The answer ultimately depends on how the management fees are being paid.
October 6, 2015 - Time to re-learn the lessons from 2008-2009.
August 25, 2015 - Being organized saves time, reduces paper and can also lead to a more efficient estate transfer.
May 5, 2015 - How can you know what you should be saving now?
March 31, 2015 - It’s more important than ever before to be vigilant about protecting yourself.
