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

Advisor
Client Advisory Team
Tammi oversees the handling of accurate stock trade transactions and maintaining client's financial records.

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

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

Jake Johns

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

Alicia Crittenden

Paraplanner
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

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

Recognition & Awards

Award
Best Private Wealth Management Company
Columbus CEO
Feature
Profile on Randy Gerber
Columbus Rotary
Award
Inc. 5000
Inc. Magazine
Feature
Interview with Randall T. Gerber
Entrepreneurs of Columbus
Feature
Financial Planner in Position to Grow
Columbus Business First
Feature
Gerber LLC Helps Entrepreneurs Identify, Meet Goals
Metropreneur
Feature
Why Raising Capital Might Not Be Your Best Option
SmartBusiness Dealmakers
  • Columbus CEO rankings are based on votes received from readers. This recognition does not guarantee any outcomes for individuals engaging Gerber, LLC. Gerber, LLC did not provide compensation to be considered for this recognition, and did not receive any compensation, monetary or otherwise, for the recognitions received.

  • Inc. 5000 Methodology.  Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent--not subsidiaries or divisions of other companies--as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine rankings were calculated to four decimal places.
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