Rodman & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Thomas G Rodman, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

Thomas G Rodman


Financial Advisor

Managing Director
Visit Thomas G Rodman's website


Lisa Markgraf

Lisa Markgraf

Registered Client Service Associate


  • Series 7
  • Series 63
  • Series 65
  • Life and Health

Roles & Responsibilities

  • operational tasks including but not limited to asset movement, all account maintenance and updates, coordinating on-going contacts with our clients including scheduling regular consultations and clien
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