Rodgers & Associates

Rick Rodgers is a CFP® with 29 years of experience in financial advising. He has been with Rodgers & Associates since 1996 and is a partner at LMM Associates. Additionally, he is involved with Plan Smart, LLC, which focuses on book sales and speaking engagements. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis and employs a quantitative security-selection process, constructing portfolios mainly with mutual funds and ETFs according to client-specific investment policies.

Christopher Hershey is a CFP® at Rodgers & Associates with seven years of industry experience. He has worked at Rodgers & Associates since 2019 and previously spent five years with eMoney Advisor. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing retirement or who are retired, as well as to pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection approach and implements portfolios mainly with mutual funds and ETFs.

Ashley Duff is a CFP® professional with eight years of experience at Rodgers & Associates and a total of five years in the financial industry. Prior to joining Rodgers & Associates in 2018, she worked at Freedom Credit Union, Wawa, Temple University, and Hatboro Market & Deli. Outside of finance, she has provided pet care services through Rover.com on a limited basis before the COVID-19 pandemic. Rodgers & Associates, operating as RA Financial Services, offers wealth management, financial planning, and hourly consultation primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis, employing a quantitative security-selection process focused on mutual funds and ETFs, with client portfolios guided by individualized investment policy statements.

Jared Clarkin Wilcox is a CFP® professional at Rodgers & Associates with 14 years of industry experience. His career includes roles at The Vanguard Group, Lancaster Bible College, and SCOTTRADE/TD Ameritrade before joining Rodgers & Associates in 2021. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing or in retirement, as well as pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection process and constructs portfolios with mutual funds and ETFs tailored to client objectives and risk tolerances.

Gabrielle Gioia is a CFP® professional with four years of experience at Rodgers & Associates in Lancaster, PA. Prior to her advisory role, she worked over a decade at Rita's Water Ice Store #20. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion across about 980 clients, using a quantitative security-selection process focused on mutual funds and ETFs, with discretionary portfolio management guided by client-specific investment policies.

Jessica Rodgers is a financial advisor at Rodgers & Associates with 24 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 licenses. Outside of advisory work, she is involved in book sales and speaking engagements through Plan Smart, LLC. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing or in retirement, as well as pension plans, trusts, corporations, and estates. The firm employs a quantitative security-selection approach and manages portfolios using mutual funds and ETFs, with continuous account reviews conducted by assigned advisors.

Brittany Luttrell is a ChFC® credentialed advisor with Rodgers & Associates in Lancaster, PA, bringing one year of industry experience. Her prior roles include positions at Friendship Community and Community Services Group. Rodgers & Associates (RA Financial Services) provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or already retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs within client-specific investment policies.

Adam Sclafani is a CFP® professional at Rodgers & Associates with four years of industry experience. He has been with Rodgers & Associates since 2019 and has prior experience working at Temple University and Pathway Financial. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with client portfolios managed according to individualized investment policy statements.

Erika Eckman is a financial advisor at Rodgers & Associates in Lancaster, PA, with 11 years of industry experience. She holds the Series 65 designation and has been with Rodgers & Associates since 2011. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion on a discretionary basis and employs a quantitative security-selection process focused on mutual funds and ETFs, tailoring portfolios to client-specific investment policy statements.

Jeremie Patrick is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at Rodgers & Associates in Lancaster, PA. He has been with Rodgers & Associates since 2016. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with portfolio management guided by client-specific investment policy statements.

Michael Lenick is a financial advisor with Rodgers & Associates in Lancaster, PA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience, including six years at Northwestern Mutual in various wealth management and investment roles. Prior to his financial services career, he worked at Berks Christian School for two years. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis for around 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with portfolios guided by client-specific investment policy statements.

Patrick Carney is a financial advisor at Rodgers & Associates with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Rodgers & Associates since 2015, following a brief tenure at LPL Financial. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing retirement or retired, as well as to pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection approach and constructs portfolios based on client objectives, time horizons, and risk tolerances, often implementing them with mutual funds and ETFs.