Our Team

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Garrett Rohrbaugh

Retirement Plan Advisor  |   CPFA™ NQPA™

As a Retirement Plan Advisor at Kampstra Wealth Management since 2018, Garrett specializes in collaborating with business owners, CFOs, and HR Directors to optimize workplace retirement plans, including 401(k) plan, cash balance pension plans, defined benefit pensions, municipal pensions, 457(b) governmental plans, and nonqualified deferred compensation plans.

Garrett provides comprehensive services aimed at ensuring both employers and employees achieve their long-term financial goals and takes pride in serving clients beyond their 401(k) plans. 

      • Investment Monitoring – Workplace retirement plan investments require going oversight, and Garrett meticulously monitors your plan’s investments using an efficient scoring system with rigorous oversight processes.
      • Plan Expenses – Garrett benchmarks provider fees annually with a thorough apples-to-apples provider analysis every 3-5 years to maintain reasonable plan expenses.
      • Plan Design – Leveraging a deep understanding of ERISA regulations, Garrett helps tailor your retirement benefit offerings to your company’s objectives and position them as a competitive advantage for both employees and the business.
      • Corporate Governance – Garrett facilitates the establishment of an investment committee, and educates leadership and committee members on their roles and responsibilities under ERISA.
      • Employee Education – Recognizing the critical importance of informed decision-making, Garrett conducts comprehensive group and individual educational sessions to empower employees with the knowledge necessary to achieve their retirement goals on their own terms

Garrett has earned the Certified Plan Fiduciary Advisor (CPFA™) credential and the Non-Qualified Plan Advisor (NQPA™) credential through the National Association of Plan Advisors (NAPA). He also holds the Series 65 securities license. **

Garrett earned both a Bachelor of Business Administration and Master of Business Administration (MBA) from Shenandoah University. He volunteers in the Leadership and Mentoring Program at Shenandoah’s School of Business. Garrett spends his time away from work with his wife Ericka and their family. He is an avid sports fan, weightlifter, and outdoorsman.

**This financial professional is registered for advisory services through Triad Hybrid Solutions only.

Credentials and Licenses

Certified Plan Fiduciary Advisor

The Certified Plan Fiduciary Advisor (CPFA) credential demonstrates knowledge and commitment to working with retirement plans.  Plan advisors who earn their CPFA demonstrate the knowledge required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.  Candidates must pass a comprehensive examination and complete 10 hours of continuing education each year.

 Non-Qualified Plan Advisor

The Non-Qualified Plan Advisor (NQPA™) credential is a program designed to elevate an advisor’s knowledge and commitment to working with non-qualified deferred compensation plans. Candidates must pass a comprehensive examination and complete 10 hours of continuing education each year.

Wealth management, wealth planning, or retirement plan services,  we're here to help.

Kampstra Wealth Management

We’re established and active in our community.

The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.

Address

 37 S. 5th Street
Gettysburg, PA 17325

Phone (717) 334-0097
Fax (717) 334-9203 

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory)Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.