James A. Rogers Jr.

Jim Rogers retired on December 31, 2025, after an extraordinary 40-year career with Haefele Flanagan. He served as Managing Partner for 11 years (2014–2025) and built a reputation for excellence in audit, private business consulting, succession planning, mergers and acquisitions, litigation support, and forensic accounting.

Jim’s leadership has been instrumental in strengthening client relationships, expanding our range of services, and advancing the firm’s long-term vision. Under his guidance, Haefele Flanagan achieved significant milestones, including:

• Completed a merger with Trilogy Partners and expanded Valuation, M&A, and IT Innovation services to build our Client Services Advisory practice

• Implementation of EOS® to drive sustainable growth

• Drove ongoing growth in firm revenue and expansion of our team

• Recognition as one of NJBIZ Best Places to Work 2024 and 2025 and Accounting Today Best Firms to Work For 2024

• Philanthropic contributions exceeding $700,000 to The Alzheimer’s Foundation

• Provided personal guidance to help several individuals establish charitable organizations addressing critical community needs

Beyond the office, Jim has served on boards for BCA Philadelphia, Building Industry Association of Philadelphia, and Holy Redeemer Health System, while actively supporting The Alzheimer’s Association, Liguori Academy and Breathing Room Foundation.  Jim is also a proud inductee of the La Salle University Hall of Athletes as a member of the 1977 Lightweight 8 Crew.

Jim looks forward to dedicating his time to family—his wife, five children, and 13 grandchildren while also engaging with charitable organizations, traveling, and contributing positively to his community.

Education

Bachelor of Science in Accounting – La Salle University, Philadelphia, PA

Professional Credentials

Certified Public Accountant in Pennsylvania, New Jersey, New York and Delaware

Master Analyst in Financial Forensics

Certified in Financial Forensics

Affiliations

American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants

National Association of Certified Valuation Analysts

Building Industry Association of Philadelphia – Treasurer

BCA Philadelphia – Board of Advisors

Holy Redeemer Health System – Audit/Risk Assessment Committee