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Jason Gergely, CFP, CRPC

Jason Gergely, CFP, CRPC

Certified Financial Planner Practitioner

Jason Gergely has proven an integral member of the Alderfer Bergen & Co. team since joining us in 2014, and in 2018, he earned his Certified Financial Planning Practitioner™ designation. He brings to his position a deep-rooted understanding of Social Security, employee benefits, and small business retirement plans, which makes Jason a prime candidate to serve business owners, young professionals, and pre-retirees as they plan for a healthy financial future. He moved to Warsaw to raise his family with wife Lindsay, and they are enjoying the adventure of raising four little girls.

A graduate of Butler University, Jason holds a bachelor's degree in marketing and broadcast journalism. He is active in serving children and youth in the Warsaw area, contributing as a board member and volunteer to CASA as well as Big Brothers, Big Sisters. Jason enjoys time on the lake and enjoying new food and adventures with friends. His heart for advocacy is a gift to those he serves, and he is known by our clients for his solid, sincere advice and support.