Our Qualifications

Creating wealth enhancement strategies and solutions... 

 Jeffrey Anderson Rogers, CPA

Jeff has over 20 years experience as Chief Financial Officer and VP of Finance.  

Jeff performed strategic financial planning, accounting management, tax planning, risk management, budgeting, forecasting, cash management, asset based financing and international currency hedging.

He also developed comprehensive human resource benefit programs.  These HR programs included defined benefit pension plans and defined contribution retirement plans.

Jeff is a Certified Public Accountant, licensed in Pennsylvania and Maryland, and a member of the Maryland Association of CPA's.  He has a Bachelor of Science Degree from the University of Wisconsin-Stevens Point.  

He is FINRA Series 7 & 66 registered and a licensed life/health insurance agent. 

Jeff and his wife Libby reside in New Freedom, PA; York County.  They enjoy travel, boating, swimming and bicycling.  Their son William resides in Washington DC.