Also known as: RodgersAssoc
I am a Certified Financial Planner (CFP), Certified Retirement Planner Counselor (CRPC), Certified Retirement Counselor (CRC), and member of the National Association of Personal Financial Advisers (NAPFA). I am also President of Rodgers Associates. My expertise in the investment and financial advisory profession began with one of the large Wall Street firms in . Twelve years later, I founded Rodgers Associates as a way to concentrate on financial planning. My vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth adviser to high net worth individuals, I provide integrated financial, tax, and investment strategies, retirement planning, executive compensation, estate and charitable planning. In the past two years I have become a frequent guest on cable and public television, and various regional and national radio news programs, noted for my expert commentary on retirement planning and tax strategy. My articles have appeared in Wealth Manager, CPA Magazine and Medical Economics, and Ive been quoted in the New York Times, Investment News, and Smart Money, among others. As a professional speaker, I have stood before diverse audiences to discuss strategies for building and retaining wealth. I am author of the book, The New Three-Legged Stool A Tax Efficient Approach to Retirement Planning. I am a committed Christian who cares about my community. I am active in my church and have volunteered as a Mortgage Counselor for Tabor Community Services. I serve on the finance committee of the United Way of Lancaster County and recently finished a term on the Board of Directors for LancasterHistory.org. My hobbies include golf and boating. Specialties Retirement Planning, Wealth Management
