Jason Gergely, CFP®, CRPC®
Partner, Managing Director

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Jason is a Partner and Managing Director in the Beacon Pointe Warsaw, Indiana office. With a strong foundation in financial planning and a passion for service, Jason works closely with business owners, young professionals, and pre-retirees to craft comprehensive financial strategies that align with their long-term goals. He has been a part of the Alderfer Bergen & Co. team since 2014, which joined Beacon Pointe Advisors in 2025, bringing deep knowledge in Social Security planning, employee benefits, and small business retirement plans. Known for his sincere, client-first approach, Jason has a reputation for offering grounded guidance and steadfast support to those he serves. Jason earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2018 and holds bachelor’s degrees in both Marketing and Broadcast Journalism from Butler University.

Jason is a dedicated community advocate, having served as President of the Board for CASA, and is actively involved with Big Brothers Big Sisters and the Warsaw Breakfast Optimist Club. He and his wife, Lindsay, currently reside in Warsaw, IN and are raising their four daughters, Scarlett, Calla, Maren, and Greta. Outside of the office, Jason enjoys time on the lake, cooking, sampling new food, and connecting with friends and family.