Since I started at the firm, I’ve enjoyed guiding clients and being their trusted retirement resource. The most fulfilling aspect of my work as an adviser is being able to sit across the table from a couple who has worked hard in their careers and tell them, based on their financial plan, they are able to retire and meet their goals.
Jeremie Patrick, CFP®, CRPC® joined Rodgers & Associates in 2016 after working for a Registered Investment Adviser in York, PA. He became a financial adviser to merge his two passions: helping others and working with investments. Teamwork is what initially attracted him to Rodgers & Associates. Everyone is willing to pitch in and help each other in so many ways. Since he started at the firm, Jeremie has enjoyed guiding clients and being their trusted retirement resource.
Jeremie feels one of the biggest challenges for retirees is taxes. During their working career, an individual’s employer handles the appropriate amount of tax withholding. In retirement, that responsibility falls on the individual. Without an understanding of the tax code, they could miss out on opportunities and end up paying more taxes than needed. One of his biggest surprises in this profession is how quickly things change, and how many of these changes affect retirees, from new tax laws to changes in IRA rules. As an adviser who understands the importance of tax-efficient retirement planning, Jeremie helps his clients stay on top of changes in order to minimize taxes year after year.
Jeremie graduated from Shippensburg University of Pennsylvania with a bachelor’s degree in finance and a concentration in personal financial planning. While at Shippensburg, he was part of a team that managed the University’s Wisman Fund. When he is not working on retirement plans for clients, he and his wife Hailey enjoy taking day trips across the East Coast to see and learn about historical buildings.
Jeremie is involved in industry organizations, including the Financial Planning Association®, and joined the board of the FPA® of Central Pennsylvania in 2018. He’s also involved in local organizations, including the Lancaster Chamber of Commerce. Jeremie resides in Lancaster and enjoys staying active.
Jeremie discusses the value of his CFP training