Our focus on holistic planning allows clients to enjoy their retirement years instead of spending them concerned about their finances
Team
Gerard joined Rodgers & Associates as an Associate Adviser after a distinguished career as an officer in the U.S. Army. During his military service, he held a variety of command and staff roles, including deployments supporting overseas operations. He retired as a lieutenant colonel.
In his current role, Gerard applies his planning and leadership skills to support our Financial Advisers and clients. His responsibilities include financial planning, tax projections, client communication and other functions essential to the firm’s operations.
Gerard has a Master of Business Administration from Bloomsburg University and earned a bachelor’s degree in finance from Indiana University of Pennsylvania. He is currently a Candidate for CFP® certification after passing the Certified Financial Planner® Certification Exam.
Gerard was drawn to Rodgers & Associates for their client-focused approach. He believes retirement is not the ending, but the start of a new chapter, and that thoughtful planning can help shape what that chapter looks like. He enjoys working with clients to develop personalized financial strategies that support their retirement goals.
Outside of the office, Gerard can be found in Hummelstown with his wife Michele and their son Gabe. He also enjoys traveling to the Wyoming Valley to visit family. He likes spending time with his two dogs, going for walks on area trails, golfing, or attending area car events with his classic automobile.