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Jason Gergely, CFP, CRPC

Jason Gergely, CFP, CRPC

Certified Financial Planner Practitioner

Jason Gergely has been with Alderfer Bergen since 2014 and earned the distinction of being a Certified Financial Planning™ Practitioner in August 2018. Jason’s passion for helping people realize their potential started out early growing up in the farming community of Wilkinson, Indiana. Jason’s knowledge and understanding of Social Security, Employee benefits, and small business retirement plans makes him a tremendous asset to the firm.  He provides comprehensive financial planning for business owners, young professionals and pre-retirees to make the most of their financial well being and seeks to maximize their financial goals.

Jason received bachelor’s degrees in marketing and broadcast journalism at Butler University in Indianapolis. He is an active member of the community. Jason is a member of the Warsaw Breakfast Optimist Club where he helps organize the Optimist Triathlon every year, one of the larger fundraising events of the club. He is also the Vice President of CASA of Kosciusko County and an active member of Mission Point Community Church.

Jason lives in Warsaw with his wife Lindsay, their daughter Scarlett, and their new baby girl Calla. He loves trying new foods and being on the lake with friends.