How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training and experience as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to help achieve their goals. We have a unwavering devotion to all of our clients and our community.
The Bergin Agency
Patrick J. Bergin, CFP®, CRES
CERTIFIED FINANCIAL PLANNER(TM) professional, CRES, President
(908) 276-1184
Patrick began his career in the financial services industry in 1986. He has been with Lincoln Investment for over 30 years, and is the owner and President of The Bergin Agency. In addition to acting as a fiduciary for his clients, he has his New Jersey Life and Health/Accident insurance licenses. Patrick also holds the following FINRA registrations:
- Series 6 – Investment Company Products/Variable Contracts Representative
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent
- Series 65 – NASAA Investment Advisors Law Exam
Patrick has been a CERTIFIED FINANCIAL PLANNER(TM) professional since 1995 and is also Certified Retirement Education Specialist (CRES).
Patrick focuses on helping clients create well diversified* portfolios utilizing high quality portfolio managers. Helping his clients achieve financial stability are the hallmarks of his philosophy.
When not working on behalf of his clients, Patrick enjoys golf, reading, and trips to Disney World. He currently resides in Union County, NJ and has three daughters.
*Diversification does not guarantee a profit or protect against a loss.
Gina Martin
Financial Representative
(908) 276-1184
Gina Martin has worked in the financial planning industry for over 20 years. Prior to Lincoln Investment, Gina was a representative at VALIC (AIG) Retirement Services. Gina works one-on-one with her clients to help them understand their current financial situation, their needs, and their goals. She specializes in mutual funds and insurance products. Gina currently resides in Mercer County, NJ with her spouse Craig.
Keith Nebel
Financial Advisor
Keith began his career in the financial services industry in 2004 with Legend Equities and transitioned over to Lincoln Investment in 2005. In addition to acting as a fiduciary for his clients, he has his New York, New Jersey and Connecticut Life Insurance, Health and Accident Insurance, and Variable Life / Variable Annuities licenses. Keith also holds the following FINRA registrations:
- Series 6 – Investment Company Products/Variable Contracts Representative
- Series 63 – Uniform Securities Agent
- Series 65 – NASAA Investment Advisors Law Exam
Keith focuses on helping clients look at the complete financial picture. He strives to create well diversified* portfolios through passive and active investment styles using some high quality funds and portfolio managers while being cognizant of cost. The hallmark of his philosophy is to simply understand his client’s rationale, so he can provide top-tier service for his clients and their finances.
He currently resides in Westchester County, NY.
*Diversification does not guarantee a profit or protect against a loss.
Peter J. Rodick, AIF®, CRES, NEA® Retirement Specialist
Financial Advisor
Peter assists his clients achieve their financial goals to lead a secure lifestyle before and during retirement. As his family members were primarily public employees, his background allows him to specialize in retirement planning for public and non-profit employees, such as public school educators, in addition to small business owners. Understanding the unique challenges that face these individuals allows him to deeply connect with his client's circumstances.
Peter is an Accredited Investment Fiduciary® (AIF®), Certified Retirement Education Specialist (CRES), and NEA® Retirement Specialist, as assisting individuals and small businesses plan for personal retirement goals is a key focus of his practice. As a fiduciary, Peter is obligated to always act in his clients’ best interest, which he takes great personal pride in.
When he’s not assisting clients, he enjoys cooking, golfing and spending time with his family on Lake Hopatcong. He currently resides in Morris County, NJ.
He is an alumni of Stockton University with a Bachelor of Science in Finance. He is a FINRA registered financial advisor holding the following registrations through Lincoln Investment:
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
He also holds the following insurance licenses:
- Life
- Accident & Health or Sickness
- Variable Life & Variable Annuity
John C. Feeney
Financial Advisor
(908) 276-1184
SCHEDULE A MEETING
Financial Advisor with over twenty years’ experience implementing employer-sponsored retirement plans in the public sector. Throughout my career, I have managed advisors, institutional plans and personal clients. My practice specifically partners with institutions to educate and provide solutions for employees while maintaining a strong balance of client and company objectives.
These partnerships allow me to provide financial education seminars, benefit planning and retirement plan solutions while enhancing the plans value to the institution. The end result is a practice that delivers value to the client and to the institution.
James Herron Jr., LUTCF®
Financial Professional
(908) 276-1184
James Herron Jr., LUTCF® has been in the financial planning industry since 2002. He has worked with Lincoln Investment since August of 2008, and has been a member of The Bergin Agency since 2010. James is also a member of NAIFA (National Association of Insurance & Financial Advisors).
James resides in Union County, NJ and is married with 3 children: 1 boy and 2 girls. He played football during his time at Saint Peters College and has since developed a love of coaching. He has over 10 years of high school and college Track and Field coaching experience, and he’s been an assistant coach for Saint Peters University track and field program for the last 4 years.
Education
- Saint Peters College, B.S., Computer Science/DP Systems, 1995
- Rutgers University, Mini MBA Program, Business Essential Certificate, 2005
Professional Licenses/ Designation
- Series 6 - Investment Company and Variable Contracts Products Representative
- Series 63 - Uniform Securities Agent State Law
- Life Underwriter Training Council LUTCF® Designation.
Business Experience
- Financial Representative, Lincoln Investment Planning, LLC, August 2008 - Present
- Financial Services Representative, MetLife Securities, Inc., December 2006 - August 2008
- Financial Services Representative, Metropolitan Life Ins. Co., December 2006 - August 2008
- Insurance Agent, Monumental Life, July 2005 - December 2006
- Insurance Agent, Turner Insurance & Marketing Agency, September 2002 - July 2005
