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 is responsible for overseeing compliance within the organization, and ensuring compliance with laws, regulatory requirements, policies, and procedures. In addition, as an advisor, Erik provides ongoing planning advice and guides our clients in making smart, sound decisions about how their resources are invested and managed. 

Erik previously served as a resource expert for the Regions Bank (formerly AmSouth) family of mutual funds where he provided consultation to retail investment advisors and was also a financial advisor for Chase Investment Services in New York City. 

Erik’s qualifications include being a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Exit Planning Advisor (CEPA), a licensed Series 7, 63 and 65 securities representative and a licensed State of Ohio Life and Health insurance representative.  

During his free time, Erik loves spending time outdoors bicycling and hiking.

Kim comes to Gerber with a wealth of knowledge in helping entrepreneurs grow and monetize their businesses.

Prior to joining the Gerber team, Kim spent several decades as a Senior Vice President in the commercial banking industry.  She also brings insights from her experience in the private banking and wealth management sectors.  She prides herself on being a strategic partner who builds trusted relationships and helps entrepreneurs navigate the integrated link between their life and their life’s work.   

When she’s not fostering relationships in the community, Kim enjoys daily Pilates, spending time with her family and running around with her dogs.

Tammi oversees the handling of accurate stock trade transactions and maintaining clients financial records. She brings more than 30+ years of industry experience, having worked with Nationwide Insurance and Jackson National Life Insurance prior to joining Gerber, where she has been for the last 25 years.  

She is a Series 7 licensed general securities representative, which allows her to place trades with clients. In addition, she supervises the purchase and sale of non-exempt securities with her Series 9/10 securities licenses. Tammi is also a key player in Gerber's compliance and auditing practices, making her a wonderful asset to the team.

Tammi’s greatest accomplishment is her adult daughter. When they aren’t spending time together, Tammi enjoys picking up a great book or whipping up dishes 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.

As part of the Business Development and Marketing Team, Liz works to build meaningful relationships with clients; guiding them through the onboarding process and conveying how our services can help entrepreneurs accelerate their businesses and reach their goals. 

Liz understands the deep connection and importance between business development and marketing efforts. She works hand in hand with both teams to seamlessly execute their strategic plans while simultaneously building business relationships. 

When she’s not balancing marketing and BD efforts, Liz enjoys spending time with her husband and two children. 

With five years of experience in the financial services industry as an Advisor, Client Associate, and Paraplanner, Mia comes to Gerber with a strong background in financial services. 

Mia won the Ultimate Client Experience Award three years in a row which reflects her commitment to exceptional client care. Mia will be responsible for analyzing client information, assisting with research collection, and developing personalized plans for Gerber clients. 

In her free time, Mia enjoys volunteering at her church, cheering for the Texas Longhorns and spending 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 manages the digital marketing strategies for Gerber and Gerber Foundational. She spends her time researching current digital marketing trends and strategies, posting to social media channels, and brainstorming post topics, ideas, and creating graphics. 

When she’s not head down in all things social media, Amy can be found assisting the team with copywriting, editing and marketing efforts. 

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, Aaron and two small children.

Stacey has over 30 years in the banking industry and is the first stop for clients when they have any transactional or administrative needs. She assists with everything from opening and transferring accounts to 401k plan participant inquiries to money transfers and so much more!

Stacey works hand-in-hand with our Advisory team in gathering and preparing information and paperwork for client inquiries and meetings. She is directly and individually responsible for Workflow, Client Service Matrix completion and Net Promoter Score goals.

In her free time, Stacey enjoys spending time watching her sons participate in their sporting events.

With 29 years of experience in the financial services industry, Azeem Haqq is passionate about building lasting relationships and helping clients achieve their goals through thoughtful listening and trusted guidance. 

He is a licensed Series 7 and 66 securities representative, as well as a State of Ohio Life and Health Insurance representative. 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 team player, supporting our advisors and clients through every step of the planning process. 

She’s skilled at simplifying the complex and pulling together the moving parts of customized plans to create a clear and seamless experiences. With a diverse background, Katie brings resourcefulness and clarity to each client relationship.

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

As part of the Gerber team, Jackson supports the advisory staff with a range of paraplanning responsibilities and helps prepare documents and reviews for clients.

After spending a year at the University of Dayton, Jackson chose to pursue learning through real-world experience, gaining hands-on insight into financial planning and client service as part of the Gerber team.

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

Before joining Gerber, Lilly worked as an assistant teacher, caring for infants and gaining valuable experience in organization, patience, and communication. Eager to grow in a business environment, she saw Gerber as the perfect opportunity to apply those skills in a new way.

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.