Jason Gergely has proven an integral member of the Alderfer Bergen & Company team since joining us in 2014, and in 2018 when 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. 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.

Jason is a graduate of Butler University, and holds bachelor’s degrees in marketing and broadcast journalism. As a former CASA board president, he is dedicated to serving children and youth in the Warsaw area. He is currently involved in Big Brothers, Big Sisters and a member of Warsaw Breakfast Optimist Club.

Jason moved to Warsaw to raise his family with wife Lindsay where they enjoy the adventures of raising their four little girls – Scarlett, Calla, Maren and Greta. He enjoys time on the lake, cooking and sampling new food, and spending time with friends.