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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-2002
- Office Locations
- 1
Office Locations
About Rodgers & Associates
Rodgers & Associates is a CFP-led RIA focused on clients approaching and in retirement. The firm uses its AGILE five-phase retirement framework and the CFP Board’s seven-step planning process to deliver coordinated investment management, Social Security planning, estate planning, healthcare guidance, and tax/risk/expense mitigation. Serves Central Pennsylvania and clients nationwide; custody relationships include Schwab and Fidelity.
Team overview
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Investment Themes
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Technology
Owner & Executives
SUSAN LEE CONNORS
Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
SANDRA HORST SKRODINSKY
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PATRICK CARNEY
--
- CRD
- #4933406
JARED WILLIAM CLARKIN WILCOX
--
- CRD
- #5927326
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,630,281,071 | $460,012 |
| Non-Discretionary | $0 | -- |
| Total | $1,630,281,071 | $460,012 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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