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GET TO KNOW THE GERBER TEAM | Q1 2017

Helping our clients live life intentionally is what we do, but beyond our process and servicing, how well do you really know our team members? Check out what our team has been up to in the first quarter (Q1) of 2017, below.

GERBER got a gong! As a way to share accomplishments office-wide, the gong made an appearance in the Gerber space encouraging team members to give it a ring when they hit a company benchmark or reach a goal.

ERIK celebrated his 20th wedding anniversary in Costa Rica with his wife, pictured below. The couple enjoyed the gorgeous Costa Rican landscape (complete with sunsets, mountains, and forest) and got a glimpse of island wildlife (spotting a few monkeys, macaw’s, sloths, and road runners). This was the couple’s first trip to Costa Rica, and shared that they are already eager to visit again!
 

OUR TEAM spent time on personal development and continued education in Q1. Max received his Ohio Life and Health Insurance License, and Kyle secured his Series 7 license! As two of our team’s analysts, Max and Kyle work hard to stay updated on educational courses and certificates that can aid servicing our clients. Check out what Kyle and Max do for our team HERE.
 
TAMMI celebrated 18 years with the Gerber team! Joining our team in 1999, Tammi is our longest running Gerber veteran. Over that time she has developed and nurtured countless client relationships, ventured with our team to three office locations, and watched our Gerber process evolve into what it is today.

KYLE
spent time exploring a few new watering holes in Q1. From the Rhinegeist Brewery rooftop in his hometown of Cincinnati, to spending a night at the Columbus Hollywood Casino, Kyle enjoyed spending the quarter with friends and family.
 
JOCELYN picked up a new hobby in Q1! She united four friends and captained a team in the Duckpin Bowling League at Pins Mechanical Company. At the end of the season Jocelyn’s team walked away as third place champions, and held onto the title of “best brownies in the league” – pay no mind that the title is self-proclaimed, and, well, they were the only brownies in the league.

GERBER hosted three Discovery events in the first quarter of 2017. Uniting various content experts with entrepreneurs is our goal, and in Q1 that meant serving up events focused on hiring for the best value, driving value in your business, and organic versus acquisition growth plans. See the takeaways from each event here.


KIRSTEN celebrated the New Year in Niagara Falls. The long-weekend trip was filled with venturing around the city’s tourist destinations, exploring local cuisine, and watching fireworks over the falls. 
 

LIZ attended the Operations Advisory Group meeting at Raymond James in Tampa, FL. Though she wasn’t able to spend much time soaking up rays, through this opportunity she was able to gain industry knowledge and be one of the first to test new technologies introduced to affiliated RJFS firms.

OUR TEAM spent time in East Aurora for our annual company retreat! The trip was filled with Gerber updates, business conversations, endless chicken wings, and three feet of snow. See more trip photos on our Facebook page.   
 
 

JOCELYN spent time in Q1 mastering her peanut butter, bacon, chocolate chip cookie recipe. The secret? More bacon grease! It’s a heart stopper.

OUR TEAM celebrated a few birthdays in the Gerber space! From meatball casserole to black bean brownies, Erik, Liz, Kirsten, Katie and Randy each celebrated their day with a few of their favorite things. 


 

Raymond James is not affiliated with and does not endorse the opinions or services of the companies/organizations listed in this material. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


INDEX
  • GET TO KNOW THE GERBER TEAM | Q1 2017
  • GERBER, LLC HIRING NEW CLIENT EXPERIENCE TEAM MEMBER
  • 2016 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2016
  • GERBER NAMED ON INC. 5000
  • GET TO KNOW THE GERBER TEAM | Q2 2016
  • GET TO KNOW THE GERBER TEAM | Q1 2016
  • 2015 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2015
  • GET TO KNOW THE GERBER TEAM | Q2 2015
  • 2014 RECAP: HAPPENINGS IN THE GERBER SPACE
  • THE GERBER ALUMNI ASSOCIATION
  • MEET OUR NEW TEAM MEMBER, KIRSTEN HAMILTON
  • MEET OUR NEW TEAM MEMBER, SARAH BACKIEWICZ
  • Journey of WHY: Why we work with first-generation entrepreneurs
  • Journey of Why: Bringing our WHY to Life
  • Journey of Why: How Our WHYs are Intertwined
  • Gerber's Got History: The History of our New Office
  • Journey of Why: It Starts with WHY
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