“A financial plan is about much more than just investments and their performance. A well-designed plan covers all aspects of your financial life including investment management, tax planning and estate planning. When you are only looking at investments, you only see part of the picture and can miss opportunities that incrementally add value to your portfolio. It’s our pleasure to partner with individuals and help them see and understand their complete picture.”
Jeremie Patrick, CFP®, CRPC® joined Rodgers & Associates in 2016 after working for a Registered Investment Adviser in York, PA. As part of our planning team, Jeremie works primarily with individuals in or nearing retirement. He guides clients in making informed decisions about their financial lives to help them achieve their goals.
Jeremie graduated from Shippensburg University of Pennsylvania where he was part of a team that managed the University’s Wisman Fund and earned a Bachelor’s degree in finance with a concentration in personal financial planning.
Jeremie is involved in mentoring the next generation as a volunteer leader with Young Life, a ministry based organization introducing adolescents to Jesus Christ. He is also involved in industry organizations including the Financial Planning Association®, joining the board of the FPA® of Central Pennsylvania in 2018. Jeremie resides in Lancaster and enjoys staying active and biking.