Gerber is driven by innovation and thought leadership.
We are never content with the status quo.
Our Core Values
The Gerber Team
Randall T. Gerber
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.
Randall T. Gerber
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 D. Roemer, CFP®, CEPA
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.
Erik D. Roemer, CFP®, CEPA
Leading investments at Gerber is Geoffrey Hulme. A lifelong investor, Geoff guides our market communication efforts and how Gerber’s clients allocate their investment capitals. He also curates and monitors the investment options Gerber offers.
After graduating from college, he worked at a small hedge fund in New York City and then spent 25 years as a Director of Research and Analyst at investment funds based in The Big Apple. He started his own investment vehicle, Steel Valley Capital LLC, in 2016.
When Geoff isn’t at work, he’s spending time with his wife, Daryl, and their three boys. Geoff is an avid sports car lover and enjoys long drives and watching races.
As an Advisor, Jason enjoys interacting with clients to manage their overall experiences, relationships, and outcomes for their businesses and lives. Jason joined the Gerber team because he was intrigued by the firm's unique role in the advisory world.
In the past, Jason worked as Vice President of Mutual Fund Distribution for American Century Investments and Transamerica Capital where he partnered with premier financial advisory firms and their clients to provide guidance on portfolio construction and investment selection.
In his spare time, Jason enjoys spending time with his wife, Jenny, and young son. No matter what the season, you can find him enjoying activities like golfing, snowboarding, backpacking, or sampling the city’s cuisines.
Tammi A. Beres
Tammi oversees the handling of stock trade transactions and maintaining clients financial records. She brings more than 20 years of industry experience, having worked with Nationwide Insurance and Jackson National Life Insurance prior to joining Gerber.
She holds a FINRA series 9/10 Securities License, which allows her to handle Gerber’s trading transactions.
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 with Rachel Ray.
Tammi A. Beres
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.
As part of the Business Development Team, Alison loves meeting entrepreneurs and learning more about their businesses. She works hard to develop strong referral relationships with strategic partners, and is passionate about networking to create and nurture supportive relationships.
Alison loves the energy in the downtown entrepreneurial space. As an entrepreneur herself for her law practice, Forche Law and Mediation - Divorce and Custody Mediation and Eldercare Planning and Mediation, she can personally relate to the entrepreneurial journey.
When she's not at work, Alison spends time with her husband, Rob, and children, Dylan and Ashley, and new son in law, Matt. She enjoys teaching meditation, hiking, skiing, teaching yoga, reading and volunteering in her community.
Amanda works closely with the financial advisors to collect and analyze client information, conduct research, and develop personalized financial plans for Gerber clients.
Her attention to detail is key in providing comprehensive advice and planning services which help to provide first class service to Gerber clients and ultimately, help them achieve their financial goals.
When she’s not at work, Amanda stays busy chasing around her two young sons and exploring new places in her area.
Jake assists financial advisors in providing comprehensive financial advice and planning services to clients through research, analysis and developed personalized plans.
His responsibilities include ensuring compliance with regulations, preparing reports, and supporting client communication, ultimately helping clients achieve their financial goals. Jake recently obtained his Series 65 and is working towards his Certified Financial Planning designation. He looks forward to helping our Gerber clients for many years to come.
He and his wife Abby enjoy cooking and spending time with friends. They spend their weekends hiking, traveling, and walking their Australian shepherd, Sammy.
Alicia works closely with the financial advisors by collecting data, conducting research, and running analysis of client information to help create comprehensive financial plans for Gerber clients.
Additionally, Alicia is also responsible for ensuring compliance regulations are met and providing exceptional client communication.
When Alicia isn’t at Gerber preparing reports, she can be found watching her kiddos' sporting events with her husband, Maurice.
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.
Annie is responsible for planning and executing all Gerber events and managing email marketing communications.
Annie came to Gerber with an extensive creative background, which makes the marketing space a good match. She works hand in hand with the Business Development team to ensure all strategic marketing initiatives are aligned.
Outside of Gerber, Annie continues her creativity side by working as a professional choreographer, dancer and teacher. She also enjoys hanging out at home with her partner, Abbie, and their crew of pets.
Sally Saeger Stratton
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.
Sally Saeger Stratton
Amy Welch Loochtan
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.
Amy Welch Loochtan
Damia is dedicated to helping clients navigate their initial onboarding documentation, assisting with their account needs, and helping prepare forms for upcoming meetings.
With over 15 years of client-facing experience, Damia has a passion for assisting people, which is why she’s a great fit for the Client Service Associate role.
When Damia is not providing top notch service to our clients at Gerber, she enjoys whipping up new recipes at home and crafting.