Concierge Retirement Services
Elizabeth Rogers
Elizabeth has a perpetual smile, and is quite outgoing and social. As she says – “Who would ever imagine that I had a passion for accounting, and here we are 25 years later, and I still love it!”
As our Accounting Manager, Elizabeth is responsible for recording and maintaining all of Concierge Retirement Services (formerly known as Madison Pension Services) financial data. That includes accounts payable, accounts receivable, invoicing, collections, budgets, financial reporting, reconciliations and payroll.
“The thing I like the most is that this job is NEVER BORING! I have a wide variety of tasks and I enjoy discovering new ways to streamline processes and develop ways to run more efficiently!” She has earned her Qualified 401(k) Administrator (QKA) thru the American Society of Pension Professionals (ASPPA) in 2024 which will help her in various aspects of the retirement field.
Elizabeth is married and has 3 children – 2 girls and a boy. She also has a Shi-tzu / Yorkie mix named “Penny.” She enjoys spending time with family and friends, and enjoys crafting with her “kids”, crocheting and reading.
“I’m super-passionate about being involved with organizations that support our community, such as PTA and Girl Scouts!”
Elizabeth is a delightful and wonderful asset to our team and a pleasure to work with!
Let’s Build Something Together
Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.
Info@ConciergeRetirementServices.com
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099
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