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Gerber Financial Advisors


Gerber's of Culture of Gratitude

November 14, 2019

Here at Gerber, we are thankful for many things. For an outstanding team, amazing clients, and a beautiful,brand new office space to work out of
just to name a few.

In the spirit of the Thanksgiving holiday and giving season, we asked our team members what they are most thankful for this year. We’d like to share those thoughts with you:

Randy Gerber, Founder and Principal

  • I am super thankful for an outstanding team that takes such great care of our clients.
  • I am grateful for my familytheir health, their love, their spirit and undying support of me.
  • My friends. I have people who I love and people who love me. It contributes to my daily happiness and that matters to me. 
  • My mother and stepfather. They gave the foundation to be who I am. 

Erik Roemer, Chief Compliance Officer
  • While my youngest son cannot play contact sports due to his heart condition, he can still participate in non-contact sports like tennis, golf, track and bowling.
  • My oldest son is a senior in high school and will be moving out of the house soon. I’m grateful he is super motivated and thus I have had little involvement in walking him through the college application process (He submitted all applications by 11/1 to OSU, Purdue, Indiana, UNC, Duke, and Cincinnati).
  • My wife and I are still madly in love with each other.
  • I'm still very healthy.
  • I live in a great, friendly, walkable and safe community.
  • I’m able to work in a place that truly cares about people and bettering their lifestyle now and in the future.
  • I’m able to bike to and from work, benefiting from the exercise, fresh air, no traffic jams and all the while not adding carbon emissions to the air.
  • I’m able to vacation taking time to be with family, friends and have new and different experiences.

Jocelyn Sperko, Chief Operations Officer
  • Crisp, cool days full of color and fall flavorsthis is my favorite time of year!
  • Weekends without plans. And sleep… when I can get it!
  • Thankful for a close-knit, caring and supportive family; My wonderful partner, Matt, our beautiful daughter Remi June, Matt’s two amazing boys, Jaxon and Noah and ALL of our extended family near and far.
  • Sunday night ‘framily’ dinners full of good food and even better company.
  • I’m thankful to work at Gerber and am grateful for the entrepreneurial culture that Randy has instilled hereopen, dynamic, supports autonomy and flexibility, encourages growth, a place where fun and laughter are the norm. Our services are innovative, and our entrepreneur clients are doing fun and amazing things! I’m so proud and appreciative to be part of it all.
  • Thankful for team members who truly care about Gerber and about our clients.
  • This time of year I’m also thankful for good eats, festive libations…and pants with built-in stretch.

Alison Forche, Relationship Manager
  • I am grateful for the stage of life I have reached. One of my most rewarding experiences has been raising my two children. I am finding incredible joy and curiosity as I watch each of them navigate their unique path into adulthood.
  • I am thankful to have the opportunity to serve as my children’s advisor and cheerleader as they find their way. This transition has also allowed my husband and I to spend more time together.
  • Lastly, I am grateful for my new professional opportunity as a Gerber team member. Helping others to achieve their goals and find happiness is truly a gift.

Tricia Katzenmoyer, Branch Associate
  • Good health so my family and I can lead active lives.
  • My friendships that have stood the test of time.
  • New opportunities that have pushed me out of my comfort zone.

Amanda Cummins, Client Services
  • Thankful for the opportunity to be a positive influence on 1st-4th graders each week at my church. I was given the opportunity in August to step up as a leader for an amazing group of children. I am blessed that I can give back to the community.
  • Thankful for positive friends and family in my life. They are very encouraging and always wanting the best for my boys and me.
  • Thankful to work at Gerber! I’ve grown as a person and extremely thankful I can provide a great lifestyle for my sons.

Courtney Foley, Client Services Associate
  • The ever-changing Gerber environment. My role has changed and evolved over my time here and has kept me on my toes. I’ve transitioned into several areas of the company and gained more knowledge about what we do and the many ways we service our clients.
  • My family and I moved from Clintonville to Worthington in February and I’m grateful for our new neighborhood and our time together in our new home.
  • Everyone who supported my son Lucas’s second annual diaper drive. He collected 1,206 diapers and 568 wipes to donate to the Columbus Diaper Bank. I’m grateful for the friends and family who support this annual tradition and I look forward to dropping off the diapers every year.
  • Our new office space! I have loved the Smith Brothers Building ever since my best friend had her reception at Dock 580 over 10 years ago! I love that the building is so interactive with tenants and we have food options on site. Our space is amazing and I look forward to being a part of the Gerber growth!

Sally Saeger Stratton, Office Manager
  • I’m grateful for the support and love of my parentsand for their continued health, they both turn 80 this year.
  • The health and happiness of my immediate familymy husband Jim, and son, Gabriel.
  • Great friends who know me well, are always there for me and make me laugh.
  • My Wheaten Terrier, Beck. He is such a handful but so full of love

Lori Fellows, Retirement Plan Professional
  • I am personally thankful for my supportive husband and two independent and energetic sons. They are my world and give me purpose.
  • I am professionally thankful for the flexibility to balance my work and home life. I am also thankful for the friendships and camaraderie with the Gerber team since joining last year.

Emily DeBlase, Client Services Associate
  • I’m thankful to have been married on June 22, which was an exhausting planning process, but everything turned out fantastic.
  • Starting at Gerber in August—I’m excited to be here! I learn something new every day and love that I can be a part of this organization that helps business owners.
  • I’m thankful to be buying a house this month. After living in apartments for the last 10 years in Columbus, we are buying our first home! The home buying process can be so nerve racking and exciting. We will be moving into the house the week of Thanksgiving.

Annie Scott, Marketing Associate
  • I am grateful for the opportunity to learn and challenge myself every day in my new role at Gerber, and for being surrounded by such a great team!
  • I’m thankful to be able to share my passion for dance with Canal Winchester’s high school students, and for their positive responses to new challenges.
  • I am fortunate to be surrounded in all areas of my life by people I love and support, and who also show this in return.

Wishing you and yours a happy and peaceful Thanksgiving!


INDEX
  • Gerber's of Culture of Gratitude
  • WE'VE MOVED - GERBER HAS A NEW HEADQUARTERS!
  • GET TO KNOW THE GERBER TEAM | Q2 2019
  • CLIENT SERVICES ASSOCIATE JOB POSTING
  • GET TO KNOW THE GERBER TEAM | Q3 2018
  • Q2 ROUNDUP: MOST POPULAR CONTENT
  • GET TO KNOW THE GERBER TEAM | Q2 2018
  • GET TO KNOW THE GERBER TEAM | Q1 2018
  • 2017 END OF YEAR GERBER TEAM RECAP BLOG
  • GET TO KNOW THE GERBER TEAM | Q2 2017
  • GET TO KNOW THE GERBER TEAM | Q1 2017
  • 2016 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2016
  • GERBER NAMED ON INC. 5000
  • GET TO KNOW THE GERBER TEAM | Q2 2016
  • GET TO KNOW THE GERBER TEAM | Q1 2016
  • 2015 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2015
  • GET TO KNOW THE GERBER TEAM | Q2 2015
  • 2014 RECAP: HAPPENINGS IN THE GERBER SPACE
  • THE GERBER ALUMNI ASSOCIATION
  • Journey of WHY: Why we work with first-generation entrepreneurs
  • Journey of Why: Bringing our WHY to Life
  • Gerber's Got History: The History of our New Office
  • Journey of Why: It Starts with WHY
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