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GET TO KNOW THE GERBER TEAM | Q2 2015

Our team works hard to keep you in the loop. Market updates? We’re on it. New Gerber services? You’re the first to know! But, how well do you know our team members? Check out what our team has been up to in Q2, below.

SARAH celebrated her 17th wedding anniversary! The benchmark was celebrated with a delicious dinner on the patio of Basi Italia, a dance recital, and four (yes, four!) baseball games with her family.

RJ also celebrated an anniversary – with Gerber! Joining our team as an advisor in our Worthington location, and then traveling with our crew to our downtown space as a CERTIFIED FINANCIAL PLANNER™, June marked four years at Gerber for RJ. Check out these then and now photos!

 

But that’s not all RJ was up to last quarter. RJ and wife, Stephanie, spent time in Haiti! A mission trip took the couple to a Haitian orphanage where they spent time with the local children.

 

 
JOCELYN bought a house! This first-time home owner found her dream home in the Victorian Village area. Complete with a secluded backyard and the perfect amount of Victorian-vintage feel, her new spot makes for the perfect, quaint escape for her and her pup.

ERIK took a trip to Mars! Well what looked like Mars, at least. Erik and family ventured out west for a 12 day vacation, exploring all that Zion National Park, Lake Powell, and the Grand Canyon have to offer. Their adventure took them on endless excursions including boating on Lake Powell, which Erik best described as something he imagines “a lake would look like on Mars.”

 
 

TAMMI became a Grandview resident! After spending 42 years in Westerville, Tammi made the move from suburban to urban living. Tammi is getting a new feel for ‘city-living’ enjoying all that downtown has to offer. –Not to mention, enjoying a much easier commute to the Gerber space.

LIZ (code name, Mrs. Ladylike) ventured to San Francisco! Her time in The Golden State allotted time to visit friends, check out the beautiful Golden Gate Bridge, and spend a little time in wine country.
 

KATIE became licensed! After months of studying, our very own Katie Burns passed the General Securities Representative Examination (GS)! This milestone means Katie is an official Series 7 licensed representative and now also holds her Ohio Life and Health Insurance license.

MARIA joined the Gerber team! Our newest addition, Maria is holding down our front desk communications – managing the Gerber calendar and answering incoming calls with a friendly hello. Stay tuned for more from Maria in her employee bio (coming soon).
 
Our team went to Vegas! Not so much for the casinos and Elvis impersonators, but more so to expand our financial knowledge at the RJFS National Conference. The trip consisted of a four day, three night stay in the city that never sleeps, complete with continued education courses, informational seminars, and industry networking.

 


INDEX
  • GET TO KNOW THE GERBER TEAM | Q2 2019
  • CLIENT SERVICES ASSOCIATE JOB POSTING
  • GET TO KNOW THE GERBER TEAM | Q3 2018
  • Q2 ROUNDUP: MOST POPULAR CONTENT
  • GET TO KNOW THE GERBER TEAM | Q2 2018
  • GET TO KNOW THE GERBER TEAM | Q1 2018
  • 2017 END OF YEAR GERBER TEAM RECAP BLOG
  • GET TO KNOW THE GERBER TEAM | Q2 2017
  • GET TO KNOW THE GERBER TEAM | Q1 2017
  • 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
  • Journey of WHY: Why we work with first-generation entrepreneurs
  • Journey of Why: Bringing our WHY to Life
  • Gerber's Got History: The History of our New Office
  • Journey of Why: It Starts with WHY
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