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Gerber Financial Advisors

Tammi A. Beres

Client Service Specialist

They say that when you need a question answered quickly, you should ask the busiest person you know. That’s Tammi.

Tammi is the face of client service at Gerber. From serving as an initial point of contact and answering operational questions to handling stock trade transactions and maintaining client records, Tammi is our clients’ first go-to.

She’s been with Gerber since 1999, and has developed and nurtured countless relationships with our clients along the way. Today she’s responsible for ensuring the timeliness and quality of our entire client service effort.

Tammi brings more than 20 years of industry experience to our team, having worked with Nationwide Insurance and Jackson National Life Insurance prior to joining Gerber. She also holds the Series 7 Securities License, which allows her to handle Gerber’s trading transactions.

For all the lists she’s checked off and disorder she’s whipped into ship-shape, Tammi’s most important achievement has nothing to do with organization at all. She’s proud to have raised her daughter Rio from a healthy, happy child into an independent, educated young woman. Tammi recharges by picking up a book or high-tailing it to the kitchen, where she takes cues from one of her favorite TV hosts and chef, Rachael Ray.

Check the background of our business on FINRA'S BROKERCHECK.


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