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Herod Financial Services is a team of Client Focused, Process Driven and Goal Based Financial Planners and Service Advisors. We believe in building lifetime relationships through active listening and responsive interaction, resulting in decisions that are “In Your Best Interest”.


Roberta Herod Photo Roberta Herod Hover Photo
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Roberta Herod

Roberta Herod

Marketing Assistant
Manulife Securities Incorporated

Roberta joined Herod Financial Services in 2003. Today, she handles most of the “behind the scenes” issues – HR, purchasing, marketing, vendor liaison, and technology.

She spent the first part of her career in the “rag trade” as a fabric artist, then moved to sales with Canon Canada and GM. Ten years with the Ontario government fine-tuned computer and organizational skills.

Roberta was raised in Peterborough. She attended the University of Western Ontario and Sir Sandford Fleming College. She is an avid reader, traveler and “paper artist”. When not at work, she can be found on with her grandchildren or Phoenix, her beloved black lab or volunteering with Peterborough Kawartha or the CMHA-HKPR. She is a member of the Women’s Business Network.


Bus: 705-652-7777
Toll Free: 888-250-7777
Fax: 705-652-0707

Christina Gehl Photo Christina Gehl Hover Photo
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Christina Gehl

Office Manager

Christina Gehl

Office Manager- Herod Financial Services

Manulife Securities Incorporated- Manulife Securities Incorporated

Christina joined our team as the Office Manager and Marketing Assistant at our Peterborough location in March of 2019.  She came to us with 22 years of retail banking experience at RBC and an indepth understanding of the financial services field.  Christina has taken her last 5 years of experience at RBC as the Manager of Client Care, with the primary focus on the client experience, satisfaction and administration and applying the lessons learned to Herod Financial services. 

While growing up in Ennismore, Christina attend TASS.  She is the mother of 2 (her daughter works in the Lakefield office of Herod Financial Services) and grandmother to 2 boys.  Her hobbies include swimming, gardening, reading, travelling, cooking and baking.  The team at Herod Financial Services is always happy to be the recipient of Christina’s outstanding baking.  Yum.


Bus: 705-741-5287 ext 213
Toll Free: 888-250-7777
Fax: 705-741-3438

Megan Gehl Photo Megan Gehl Hover Photo
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Megan Gehl

Marketing Assistant

Megan Gehl

Marketing Assistant - Herod Financial Services (Lakefield Location)

Marketing Assistant- Manulife Securities Incorporated

Megan joined our team as the Office Manager and Marketing Assistant at our Lakefield Location at the beginning of July. She brings with her many years of customer service experience and a desire to learn. Megan is looking forward to furthering her education while with us. With previous schooling in Medical Office Assisting, Megan will be transferring the skills she attained there and putting them to use here while providing our clients with a compassionate and positive attitude!

She was born in Kitchener but moved to Peterborough at a very young age and now is raising her two sons, Christopher and Nicholas, here. They enjoy being an active family that goes out for regular hikes and cycling, as well as travelling from arena to arena during various sporting seasons.


Bus: 705-652-7777 ext 215
Toll Free: 888-250-7777
Fax: 705-652-0707

Troy Patterson Photo Troy Patterson Hover Photo
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Troy Patterson

Marketing Assistant

Troy Patterson

Marketing Assistant, Advisor Trainee
Manulife Securities Incorporated, Herod Financial Services

Troy Patterson joined our team in September of 2020.  He started with Herod Financial Services as part of the Fleming College Business Work Experience Program and became a permanent full time team member upon graduation the Fleming School of Business in Finance and Economics.  Troy brings with him a good understanding of financial services and is enrolled in Advisor Training Program.  

Troy is working out of the Peterborough location learning the business from the bottom up and assisting Kevan and Chris. 


Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438