“A goal without a plan is just a wish” –Antoine de Saint-Exupery. “Whenever I work with a client or prospective client the focus must be on what they want their money to do for them now or at some point in the future – whether it’s a comfortable retirement with a lot of travel or the ability to give generously to local charities – the first step is establishing that goal. It’s the cornerstone for the entire financial planning process.”
Tiffany Leherr, CFP® joined Rodgers & Associates as a member of our wealth management team. She began her career 1988. Tiffany is a CERTIFIED FINANCIAL PLANNER™ Professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a graduate of the University of Arkansas at Little Rock. Tiffany’s experience includes working with high net worth individuals to help achieve their personal goals. She is committed to a holistic approach to financial planning that includes coordination of all assets with tax efficient investing, Social Security and withdrawal strategies. She loves helping her clients achieve their personal financial goals and guiding them through retirement.
Tiffany’s passions include snow skiing, hiking and interior design. She resides in Lancaster and enjoys spending time with her three children.