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Gary R. Rodgers is the President, Chief Executive Officer/Chief Investment Officer/Owner of Rodgers Capital, Inc. He is the former Chairman of both the Board of Trustees of the Employees Retirement System and the State Employees Incentive Commission. He is also the former Deputy Securities Commissioner of Texas and past president of the Texas Public Employees Association, the Texas State Agency Business Administrators Association, and the Austin Chapter of the National Association of Insurance and Financial Advisors.
Gary has been active in both the public and private sectors of the securities industry for over 49 years. He was born and raised in San Angelo and is a former Angelo State University student. He is a graduate of the University of Texas at Austin and has lived in Austin for over 50 years. Gary is a Certified Public Accountant with a Personal Financial Specialist designation from the American Institute of CPAs and he holds the certification of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified Fund Specialist, and Accredited Investment Fiduciary®. Gary is a member of the Financial Services Institute.
Registered Representative of Sigma Financial Corporation, Inc.
Brenda Willis is the Senior Client Services Manager and Office Manager with Rodgers Capital Inc. and has been in the investment field since 1993. Brenda specializes in customer relations, resolving client issues, data input, and maintaining client records. She graduated from Tarleton State University in Stephenville, Texas with a Bachelor of Science degree in Business.
Pat Rodgers is the Chief Financial Officer of Rodgers Capital Inc. Pat is retired from her position as Calendar Clerk of the Texas Senate. She graduated from the University of Texas at Austin with a Bachelor of Arts degree.
Matthew R. Gomez is the Investment Strategist with Rodgers Capital Inc. He is responsible for implementing investment strategy, analyzing fund performance, and helping with day-to-day office functions. Matthew focuses on research, market analysis, and overall retirement assistance. He has been in the financial and insurance industry for over 8 years. His education includes a Bachelor of Arts degree from The University of Texas at San Antonio-Business in the field of Economics as well as a Bachelor of Arts degree from The University of Texas at Austin in the field of Government.
Meredith Lupolt is the Senior Administrative Specialist at Rodgers Capital Inc. She earned her Associate of Arts degree in Sociology at San Antonio College and completed her Bachelor of Arts degree in Psychology at Texas State University in San Marcos. With a background in administration and human resources, Meredith has worked in various fields, including web-based computing, auto manufacturing, energy, and now financial planning.
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