Our Values


We value confidentiality and trust and are dedicated to fulfilling your personal passion and vision. Our menu of services is customized for each client’s needs. From a one-time gift for tax purposes to establishing a corporate or family foundation, Rodman & Associates provides knowledge-based and objective counsel.

The professionals at Rodman & Associates are dedicated to supporting  individuals and companies committed to building a stronger community,  increasing the quality of life for us all.

“I am approached several times a week by business associates and social peers asking me to support worthy charitable causes. Lisa brings analytical skill and insight to give me an honest assessment of how my funds would be used, without even a hint of a conflict of interest. She is ethical, trustworthy, and respects my need for confidentiality.”

Ray Wilkerson, President and CEO Ray Wilkerson Companies