Follow UsFollow UsFollow Us Client Login

Gerber Financial Advisors


GET TO KNOW THE GERBER TEAM | Q1 2016

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 Q1, below.

GERBER turned 25! 2016 marks Gerber’s 25th year in business, and we couldn’t be more excited about the strides we have taken to get here. From a small, suit and tie financial firm to a professional service firm exclusively serving first generation entrepreneurs named a ‘Best Place to Work’, our team can’t believe how fast 25 years has come. And that includes our founder, who says celebrating year 25 seems “totally impossible.”

Note: No matter our location, size, or audience, our team has always added a dose of fun to the mix! Check out our transformation from 2007 to 2015.
 
 
 
KIRSTEN got to know the local Entrepreneurs’ Organization (EO) chapter better, playing photographer for the group’s ‘Epic’ trip. A trip to Miami for the EO crowd themed ‘Epic’ brought members an action-packed week filled with a scavenger hunt around the city, fine dining, and endless laughs.
 
 
TAMMI celebrated 17 years with Gerber! 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.

LIZ spent Q1 adding a few more items to her to-do list. A long-time supporter of the local charity Dress for Success, Liz was asked to be “Social Media Chair” for the charity’s Annual Dine Drink Dress event for the second year in a row.

SARAH enjoyed lots of hoops in Q1. Spending countless hours cheering on her three basketball loving kids, Sarah devoted majority of her time playing chauffeur, bouncing from high school to middle school to 4th grade games.
 
KORI spent the quarter focusing on wellness and family. She jump-started her fitness goals through CrossFit training at Triple Force CrossFit. But her quarter wasn’t filled with all work; Kori also celebrated her daughter Nicolette’s second birthday with friends and family.
 
 
JOCELYN joined Gerber and guests on our annual entrepreneur’s forum. This year, our group of business owners spent four days and three nights in beautiful Telluride, CO. The secluded arena allowed for business owners to share insights and experiences with fellow entrepreneurs, and Jocelyn was able to experience the action up close and personal. – With the added bonus of hitting the slopes. Check out the photos here.
 
 
RJ celebrated his forth wedding anniversary with a trip to San Francisco. The happy twosome spent time biking around Angel Island and enjoying local cuisine – Monk’s Kettle and Bistro Jeanty, to name a few favorites. But, that wasn’t the best of it; a big baseball fan, RJ didn’t miss visiting AT&T Park to see all the Stadium had to offer.
 
 
ERIK and family spent their spring break visiting the Old Friends Farm for Retired Thoroughbreds in Georgetown, Kentucky over the first quarter. The farm is home to many Kentucky Derby and Preakness winners, which was a perk for Erik’s son, Hayden, who is a huge fan of the movie Secretariat. The highlight of the trip came from feeding carrots to Afternoon Deelites, the grandson of Hayden’s favorite, Secretariat!
 
 
RANDY made an escape out West this ski season with two goals in mind – one part pleasure, spending time with his family of five, and one part business development, using time in a secluded lodge to talk 2016 plans for Gerber.

OUR TEAM joined Randy in a business excursion out West. Gerber team members headed to the Western Rockies for a four day, three night stay in an Aspen hideaway to further develop new business ventures and marketing initiatives. The strategy meeting served as the first trip out West for some, the first time skiing an Aspen mountain for others, and a one-of-a-kind business meeting for all.
 
 
OUR TEAM hosted an Entrepreneur Organization (EO) event in our space! As Education Chair of EO’s local chapter, Randy Gerber is always looking for new ways to spice up the EO experience. In early 2016 this meant hosting Songs at the Center in the Gerber space for a live taping and EO-exclusive event!
 
 
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 | Q3 2018
  • Q2 ROUNDUP : MOST POPULAR CONTENT
  • GET TO KNOW THE GERBER TEAM | Q2 2018
  • GET TO KNOW THE GERBER TEAM | Q1 2018
  • GERBER SUPPORTS GALS
  • HIRING NEW ADVISORY TEAM MEMBER
  • 2017 END OF YEAR GERBER TEAM RECAP BLOG
  • GET TO KNOW THE GERBER TEAM | Q2 2017
  • 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
  • If you would like to be notified via email each time we publish a new blog or if you would like to be removed from our emailing list, please fill out the form below.







    Additional Comments: