Gerber is driven by innovation and thought leadership.

As a First-Generation Entrepreneur (FGE) himself, Randy knew others like him needed a different kind of partner and that’s how he discovered his “WHY” for founding Gerber. His greatest passion is working hand-in-hand with Gerber's clients to understand what they want out of life, and then putting holistic wealth management, life and business plans in place to help make it happen. 

Drawing upon decades of collective experience and a deep pool of expert resources, Randy helps our clients create the kind of businesses that allows themselves and their families to live happy, healthy, and independent lives in the way that the American Dream was meant to be lived.   

When Randy isn’t working with clients, he enjoys skiing, traveling, and spending time with his family and closest friends.

As Gerber’s second-in-command, Jocelyn works to identify obstacles and generate efficient solutions to ensure smooth sailing for our entire Gerber team. 

There are no doubts Jocelyn wears many hats as our COO. She works diligently to translate the company’s vision and acts as a sounding board for Gerber employees. When she’s not enriching the lives of our employees internally, Jocelyn optimizes efficiencies through continual process improvement, making the overall client experience seamless.  

When she’s not at Gerber, you can often find Jocelyn and her kiddos at the Columbus Zoo, Franklin Park Conservatory or visiting her partner Matt at his business, Leisure Club.

Erik Roemer has been in the financial services industry since 1990, beginning his career after graduating from Hamilton College with a degree in Economics. He brings decades of experience advising business owners and their families, pairing deep technical knowledge with a true client-first mindset. Erik is known for his steady leadership and thoughtful, detail-oriented approach, strengths that also support his role as the firm’s Chief Compliance Officer.

At Gerber, Erik’s blend of compliance oversight and real-world advisory experience strengthens the firm’s ability to deliver thoughtful, integrated planning. He is passionate about helping first-generation entrepreneurs build businesses that support the lives they want, both now and in the future.

Erik holds two designations that has furthered his knowledge base in providing sound and accurate advice.  The first is the Certified Financial Planner™ (CFP®) designation, one of the most respected credentials in the financial planning profession. CFP® professionals complete extensive education, pass a comprehensive exam, meet significant experience requirements, and commit to strict ethical and fiduciary standards, ensuring advice is holistic, objective, and aligned with a client’s full financial picture.

The second, is the Certified Exit Planning Advisor (CEPA) designation, a specialized credential focused on helping business owners understand, grow, and eventually transition the value of their businesses. For Gerber clients, Erik’s CEPA expertise means exit planning isn’t treated as a future event, but as a strategic lens used today to align business decisions with long-term personal and financial goals.

Outside of work, Erik is deeply committed to his community and staying active outdoors. He has participated in Pelotonia for the past six years, riding in the 100-mile race multiple times to raise funds for cancer research. He is also an active member of the Grandview Bobcat Boosters, supporting student activities through fundraising initiatives. In his free time, Erik enjoys kayaking, gravel and road cycling, and hiking — including summiting Acatenango in Guatemala.

Kim is a dynamic business development executive with more than 25 years of experience in the financial services and commercial banking sectors. As a seasoned strategic partner to business owners and executives, Kim brings deep expertise in building trusted, consultative relationships that drive growth, long-term value, and clarity between personal and professional financial goals. 

Before joining Gerber, LLC as Business Development Executive, Kim served in senior leadership roles within the commercial banking industry, including positions as Senior Vice President and Relationship Manager where she led efforts to support middle-market business owners, family enterprises, and private wealth clients. Over the span of her banking career, she developed specialized expertise in commercial lending, private banking, and wealth management, guiding clients through capital strategies, risk mitigation, and complex financial decision-making. 

Kim’s tenure in banking was marked by a reputation for thoughtful relationship building, trusted advising, and strategic insight. She has a proven track record of forging long-standing partnerships grounded in trust, transparency, and mutual success, qualities that have made her an invaluable resource for Gerber and our entrepreneurs looking to grow and monetize their businesses while aligning their personal and professional visions. 

At Gerber, Kim’s focus is on connecting with first-generation business owners and their leadership teams, helping them understand the integrated link between their life’s work and overall financial well-being. She leverages her extensive industry experience to help clients confidently navigate planning, transitions, and growth opportunities in ways that honor both financial performance and life goals. 

Outside of work, Kim enjoys staying active with Pilates, spending quality time with her family, and exploring the outdoors with her dogs.

Tammi brings more than 30 years of experience in the financial services industry and serves as a trusted, steady presence within Gerber’s Client Experience Team. Throughout her career, including roles with Nationwide Insurance and Jackson National Life Insurance, Tammi has built a reputation for precision, consistency, and a deep commitment to client service.

At Gerber, she plays a key role in supporting accurate trade execution, maintaining detailed client financial records, and reinforcing the firm’s strong compliance and audit standards. Her deep institutional knowledge and operational expertise help ensure a seamless, high-confidence experience for both clients and advisors.

Tammi’s long-standing commitment to professional excellence is reflected in her extensive industry credentials and licensing. She holds her Series 7 license as a General Securities Representative, allowing her to support a broad range of investment transactions and client service needs. She also maintains her Series 9 and Series 10 supervisory licenses, advanced credentials that authorize oversight of trading activities and reinforce her ability to support regulatory supervision and compliance processes. In addition, Tammi holds the Securities Industry Essentials (SIE) certification, demonstrating foundational expertise across securities products, markets, and regulatory frameworks, and she maintains her Life, Accident, and Health Insurance license in the state of Ohio. Collectively, these credentials reflect decades of dedication to continuing education, regulatory responsibility, and delivering accurate, compliant, and client-centered financial support.

Outside of work, Tammi enjoys spending time with her adult daughter, getting lost in a great book, and trying new recipes in the kitchen.

Kelley manages the day-to-day human resource related activities at Gerber with a focus on creating, managing, and cultivating each employee’s relationship with the company. Kelley works tirelessly to support Gerber staff so they can focus on delivering quality services to all our clients. 

Kelley brings with her varied and vast experiences supporting all aspects of human resources for businesses ranging from just a few employees to over a thousand employees. 

Kelley enjoys adventures and often spends her free time snow skiing, waterskiing, hiking, golfing, and travelling with her husband, Steve and two daughters.

Liz brings a strong blend of marketing execution, operational coordination, and client experience support to the Gerber team. Throughout her career, she has built a reputation for being highly organized, detail-oriented, and execution-focused, someone who moves initiatives from concept to completion while maintaining consistency, accuracy, and brand integrity. Her background spans marketing administration, communications coordination, and business operations support, giving her a well-rounded understanding of how internal systems, client experience, and brand delivery all work together.

At Gerber, Liz serves as a key operational partner across marketing, communications, and business development support. She helps ensure campaigns, communications, and client touch points are executed with precision and consistency while maintaining alignment with brand and compliance standards. She supports business development pipeline organization, marketing system administration, communications preparation and routing, and coordination of client and team events. She also plays an important role in maintaining brand consistency across digital and physical environments, helping ensure every interaction reflects Gerber’s commitment to excellence and clarity for first-generation entrepreneurs. Her ability to manage details, maintain clean processes, and follow through on complex workflows helps keep marketing and business development initiatives moving forward smoothly and efficiently.

Liz is known for her collaborative, solutions-oriented mindset and her ability to anticipate needs before they become problems. She thrives in fast-moving environments where organization, communication, and thoughtful follow-through directly impact both team effectiveness and client experience.

In her free time, she enjoys spending time with her family.

Mia Byrne brings over five years of diverse experience in the financial services industry, having served as an Advisor, Client Associate, and Paraplanner. Her dedication to exceptional client care has been recognized with the Ultimate Client Experience Award for three consecutive years.

In her current role at Gerber, Mia plays a pivotal part in the Client Experience Team, where she is responsible for analyzing client information, assisting with research collection, and developing personalized plans for our clients. Her meticulous attention to detail and commitment to excellence ensure that clients receive tailored solutions that align with their financial goals.

Mia's academic foundation includes a degree from The University of Texas at Austin, where she cultivated a strong analytical skill set that she applies to her work daily.

Outside of her professional endeavors, Mia is actively involved in her community through volunteering at her church. She is an avid supporter of the Texas Longhorns and cherishes spending quality time with her son and dog.

With a strong financial background, Kathy works to tackle special projects at Gerber. 

Being an Associate at Gerber is an excellent fit for Kathy because it allows her to tap into a variety of skillsets she possesses from past work and volunteer experiences in finance, marketing, organization, and relationship building.

During her downtime, she enjoys spending time with her husband, two daughters, friends, pets, and caring for her parents. You can often find her playing tennis, exercising, traveling, going to concerts, skiing, and reading.

Sally works behind the scenes to keep Gerber clients’ first impressions and communications running smoothly with her cross functional skill set. From database management to scheduling appointments, Sally ensures the Gerber office is always in order.  

Sally has extensive administrative work experience and is no stranger to the entrepreneurial lifestyle. Coming from a family business and previously working with startups, Sally fits right in our entrepreneurial ecosystem. Her exceptional communication skills and positive energy enable her to adapt quickly and overcome any hurdles along the way.  

When she’s not at work, Sally enjoys time with family and friends, watching her son play hockey and outdoor pursuits like platform tennis, golf and trail running.

Amy leads the marketing and communications efforts at Gerber, helping bring the firm's mission, expertise, and entrepreneurial mindset to life through thoughtful storytelling and strategic content.

With a background in digital marketing, communications, and brand development, Amy oversees Gerber's social media strategy, website content, email marketing, podcast promotion, video campaigns, and thought leadership initiatives. She works closely with the advisory team to translate complex financial concepts into engaging content that educates, informs, and connects with business owners and entrepreneurs.

Amy is also the driving force behind many of Gerber's signature content initiatives, including The Founder Ride podcast, Ask Gerber video series, market commentary campaigns, and client communications. She enjoys finding creative ways to share the stories, insights, and experiences that help entrepreneurs navigate both business and life.

In her time outside of Gerber, you will find her planning and executing her next DIY project, working in her yard or exploring new places around the city with her husband and two small children.

With over 30 years of experience in the banking industry, Stacey Greff brings a wealth of knowledge and a meticulous approach to her role as a Client Solutions Specialist at Gerber. She serves as the first point of contact for clients, adeptly handling a wide range of transactional and administrative needs, from opening and transferring accounts to managing 401(k) plan participant inquiries and facilitating money transfers.

Stacey works hand-in-hand with our Advisory team, gathering and preparing information and documentation for client inquiries and meetings. Her attention to detail and commitment to precision ensure that every client interaction aligns with Gerber's high standards of service. She is directly responsible for Workflow, Client Service Matrix completion, and achieving Net Promoter Score goals, reflecting her dedication to client satisfaction and operational excellence.

Outside of her professional responsibilities, Stacey enjoys spending quality time watching her sons participate in their sporting events, showcasing her support and enthusiasm for her family's activities.

With nearly three decades of experience in the financial services industry, Azeem Haqq brings a wealth of knowledge and a deep commitment to building lasting relationships. As a Financial Advisor at Gerber, he specializes in providing holistic, personalized financial planning and advisory services to first-generation entrepreneurs, guiding them toward clarity, security, and long-term success in their financial lives.

Azeem's approach is rooted in thoughtful listening and trusted guidance. He works closely with clients to understand every aspect of their specific situations, offering innovative solutions and insightful recommendations that align their personal goals with business planning. His expertise encompasses a wide range of financial planning areas, including retirement strategies, tax-efficient investment planning, estate and legacy planning, and risk management. Additionally, he provides comprehensive business-focused advisory services, assisting clients with business operating structures, succession plans, capital structure analysis, and key employee incentive plans.

Licensed as a Series 7 and 66 securities representative, as well as a State of Ohio Life and Health Insurance representative, Azeem ensures that clients are well-served, fully informed, and progressing toward their financial goals in alignment with Gerber's processes, values, and fiduciary standards.

Outside of work, Azeem enjoys spending quality time with his wife and children, hitting the golf course, and proudly cheering on his youngest son in high school football and lacrosse. 

Katie defines what it means to be a true team player at Gerber, supporting both advisors and clients through every step of the planning process. As a Financial Analyst on the Client Advisory Team, she plays an integral role in research, analysis, and plan development, helping transform complex financial data into clear, personalized strategies for the entrepreneurs and families we serve.

Katie is especially skilled at simplifying the complex and connecting the moving parts of customized financial, business, and investment plans into a seamless client experience. She works closely with advisors to prepare for client meetings, build reports, analyze financial scenarios, and support ongoing strategic recommendations. Her ability to deeply understand each client’s unique financial picture allows her to help create thoughtful, individualized solutions that align business goals, personal wealth, and long-term life planning.

With a diverse background and strong analytical mindset, Katie brings resourcefulness, clarity, and attention to detail to every client relationship. She is known for her collaborative approach, commitment to accuracy, and dedication to delivering high-quality work that supports confident decision-making for both clients and the advisory team.

Outside of Gerber, Katie enjoys kayaking, biking, and exploring Columbus with her husband, Stephan, and their pup, Carl.

Jackson plays a critical role in supporting the accuracy, structure, and insight behind the financial and operational data that powers the Gerber client experience. As an Associate focused on Special Projects and Data Stewardship, he operates at the intersection of data integrity, systems optimization, and proactive problem-solving, ensuring the information our team and clients rely on is always accurate, current, and decision-ready.

Jackson is known for his precision, analytical thinking, and ownership mindset. He leads key internal responsibilities including Required Minimum Distribution tracking, quarterly billing audits, and ongoing balance sheet maintenance for select high-priority client relationships. His work directly supports advisors, planners, and leadership in delivering thoughtful, high-confidence planning guidance.

With deep system knowledge across platforms like MoneyGuidePro and Advyzon, Jackson frequently serves as an internal resource for troubleshooting, data cleanup, and system improvements. He has a strong ability to identify inconsistencies, investigate root causes, and implement solutions that improve data quality and workflow efficiency across the firm.

In addition to his data stewardship work, Jackson supports complex client relationships by managing detailed financial updates, handling special requests, and helping ensure continuity across long-term planning projects. He approaches every project with curiosity, accountability, and a commitment to high-quality outcomes that ultimately support better decision-making for the entrepreneurs we serve.

Originally from Cleveland, Jackson enjoys running and watching sports in his free time.

Lily serves as a central force behind Gerber’s day-to-day client and team experience, ensuring every interaction reflects Gerber’s high standard of care, precision, and professionalism. As Office Coordinator, she plays a critical role in supporting both the operational backbone of the firm and the welcoming, client-first environment Gerber is known for.

With a natural strength in organization, communication, and proactive problem solving, Lily helps keep the team focused on what matters most, delivering clarity and confidence to first-generation entrepreneurs. She manages front-of-office operations, coordinates client meeting logistics, supports internal projects, and helps maintain the polished, high-touch experience clients expect when working with Gerber.

Lily thrives in fast-paced environments where attention to detail and follow-through matter. She is known for anticipating needs before they arise, supporting team workflows, and helping create seamless experiences for both clients and colleagues. Whether coordinating events, managing office operations, or supporting internal systems and processes, Lily approaches her work with ownership, reliability, and a solutions-first mindset.

She is passionate about being part of a team that supports entrepreneurs building meaningful businesses, and she takes pride in helping create the structure and support that allows both clients and team members to do their best work every day. Outside the office, Lilly enjoys early morning workouts, spending time with her three dogs and two cats, and making memories with family and friends on the weekends.

Muringi Ndirangu is a financial services professional with a passion for helping individuals and families navigate important financial decisions with confidence. She earned her Associate degree in Science from Union County College in New Jersey before completing her Bachelor's degree in Finance from The Ohio State University.

Muringi began her career at Morgan Stanley in 2021 as a Client Services Specialist, where she developed a strong foundation in client relationship management, financial operations, and wealth management support. She later joined Ameriprise Financial as a Financial Planner, spending the next five years helping clients align their financial strategies with their personal and long-term goals.

With experience spanning client service, financial planning, investment strategy, and relationship management, Muringi is known for her attention to detail, collaborative approach, and commitment to delivering an exceptional client experience. She enjoys working closely with clients and advisors to create organized, thoughtful solutions that support financial success.

Outside of work, Muringi enjoys stargazing and astrophotography, experimenting with new recipes in the kitchen, gardening, interior decorating, and spending quality time with friends and family. Her curiosity, creativity, and appreciation for lifelong learning influence both her personal and professional life.