Inside Gerber

Gerber is driven by innovation and thought leadership.

We are never content with the status quo.

We are a unicorn firm based in Columbus, Ohio that focuses exclusively on first-generation entrepreneurs nationwide. We are a small boutique firm which allows us to provide personalized service to our existing first-generation entrepreneur clients. It also means we have to be selective about whom we include in our tight knit group of entrepreneurs.

Our Core Values

Bold Pursuit of Excellence
Live + Breathe Entrepreneurship
Healthy Sense of Urgency
Engage in Productive + Concise Communication
Be Present + Be Positive

Our Experience

The Gerber Team brings together decades of experience and expertise in diverse areas of business and finance as well as a fierce commitment to helping first-generation entrepreneurs succeed. We build deep rooted family-like relationships with our clients. Gerber, LLC is a true partner alongside you at every twist and turn in life and business. We are proud to say that we have lifelong clients because of the lifetime solutions that we provide. 
Our experienced team can help you grow your business quickly, profitably and with less stress.

The Gerber Team

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As a First-Generation Entrepreneur (FGE) himself, Randy knew others like him needed a different kind of partner and that’s how he discovered

Randall T. Gerber

Founder & Advisor
Client Advisory Team
As Gerber’s second-in-command, Jocelyn works to identify obstacles and generate efficient solutions to ensure smooth sailing for our entire

Jocelyn Sperko

Chief Operations Officer
Client Experience Team
Erik is responsible for overseeing compliance within the organization, and ensuring compliance with laws, regulatory requirements, policies,

Erik D. Roemer, CFP®, CEPA

Chief Compliance Officer and Advisor
Client Advisory Team
Leading investments at Gerber is Geoffrey Hulme. A lifelong investor, Geoff guides our market communication efforts and how Gerber’s clients

Geoffrey Hulme

Chief Investment Officer
Client Advisory Team
As an Advisor, Jason enjoys interacting with clients to manage their overall experiences, relationships, and outcomes for their businesses a

Jason Fain

Client Advisory Team
Tammi oversees the handling of stock trade transactions and maintaining clients financial records. She brings more than 20 years of industry

Tammi A. Beres

Senior Client Service & Trading Specialist
Client Experience Team
Kelley manages the day-to-day human resource related activities at Gerber with a focus on creating, managing, and cultivating each employee’

Kelley Shea

Human Resource Director
Client Experience Team
As part of the Business Development and Marketing Team, Liz works to build meaningful relationships with clients; guiding them through the o

Liz Damceski

Business Development Manager
Client Experience Team
As part of the Business Development Team, Alison loves meeting entrepreneurs and learning more about their businesses. She works hard to dev

Alison Forche

Relationship Manager
Client Experience Team
Amanda works closely with the financial advisors to collect and analyze client information, conduct research, and develop personalized finan

Amanda Cummins

Client Experience Team
Jake assists financial advisors in providing comprehensive financial advice and planning services to clients through research, analysis and

Jake Johns

Client Experience Team
Alicia works closely with the financial advisors by collecting data, conducting research, and running analysis of client information to help

Alicia Crittenden

Client Experience Team
With a strong financial background, Kathy works to tackle special projects at Gerber. Being an Associate at Gerber is an excellent fit for

Kathy Riedinger

Client Experience Team
Annie is responsible for planning and executing all Gerber events and managing email marketing communications. Annie came to Gerber with an

Annie Scott

Marketing Associate
Client Experience Team
Sally works behind the scenes to keep Gerber clients’ first impressions and communications running smoothly with her cross functional skill

Sally Saeger Stratton

Executive Assistant
Client Experience Team
Amy manages the digital marketing strategies for Gerber and Gerber Foundational. She spends her time researching current digital marketing t

Amy Welch Loochtan

Digital Marketing Associate
Client Experience Team
Damia is dedicated to helping clients navigate their initial onboarding documentation, assisting with their account needs, and helping prepa

Damia Davis

Client Service Associate
Client Experience Team

Recognition & Awards

Best Private Wealth Management Company
Columbus CEO
Profile on Randy Gerber
Columbus Rotary
Inc. 5000
Inc. Magazine
Interview with Randall T. Gerber
Entrepreneurs of Columbus
Financial Planner in Position to Grow
Columbus Business First
Gerber LLC Helps Entrepreneurs Identify, Meet Goals
Why Raising Capital Might Not Be Your Best Option
SmartBusiness Dealmakers