Financial Advisor & Team Leader, Rodgers & Associates

Full Bio:

I’m a leader and financial adviser specializing in helping clients simplify the complex transition from work to retirement. In addition to leading the advisory team at Rodgers & Associates, my work with clients focuses on helping them understand how investments, taxes, pensions, Social Security strategies, healthcare decisions, estate planning, budgeting, and insurance all fit together to support a confident, sustainable retirement strategy. I’m also proud to serve on the Board of Directors at Lancaster Dollars for Higher Learning, which supports students in Lancaster County with interest‑free student loans.

Next Gen Event: Financial Literacy at Rodgers & Associates

Testimonial: “I’ve been so impressed with what NextGen Lancaster has accomplished. In a very short period of time, they’ve managed to pull together some of the most excited, driven, and enthusiastic young business minds in Lancaster County. The energy and excitement at their events is infectious. They have created a community of individuals dedicated to accomplishing their full potential to help themselves and their community. The NextGen leadership team has been responsive, reliable, and professional with a maturity level matching the most experienced executives.”