With more than 45 years in the financial industry, Gerrie brings an extensive background that spans nearly every area of the business. She began her career as a receptionist and built her expertise across both back-office and front-office roles. Gerrie first met Micah in the late 1990s at Citigroup Smith Barney.
Gerrie's greatest strength is her ability to work closely with both advisors and clients. Known for her warm, reassuring manner, she is ready to help with any question or issue that may arise, and she believes that truly listening is the key to making sure every client feels heard. Her track record of delivering high-quality service is well known. Outside of work, Gerrie enjoys time with family and friends, traveling, volunteering, and reading.
