Certified Financial Planner™
Gerri has been working in the financial planning and tax preparation fields since graduating from Binghamton University in 1983. She started out preparing taxes part-time while her and her husband, Lynn, raised their son, Michael. Gradually, Gerri went from working part-time to full-time doing tax preparation and planning. During those early years she took the Enrolled Agent (EA) examination. This test is administered by the Internal Revenue Service and allows her to represent clients before the IRS in tax matters. The required annual continuing education credits keep her up-to-date with the ever-changing tax laws. Gerri’s area of concentration for taxes is personal, estate, and trust taxes for her financial planning clients.
In 2001, Gerri received the Certified Financial Planner (CFP) certification, giving her a well-rounded education in many aspects of financial planning. Today, she works with clients in investing their assets as part of an overall strategy of managing their financial well-being. She enjoys the challenge of coordinating retirement plans with other monetary needs. She works with her clients to get estate and trust documents in order, to make sure there is appropriate insurance coverage, and to help manage cash flow and debt concerns – all with a continual eye on investments and tax considerations.
As a woman and a business owner, Gerri understands the complexities of balancing work and family life. She wants to empower women to have the confidence to play a significant role in the financial lives of their families. There may be instances where one spouse outlives the other, parents might want to educate their children on securing their financial future, or a woman might remain single throughout her life. These cases highlight the importance of understanding how to manage your finances.
Gerri wants to help her clients feel up to that task by teaching them about different financial concepts. As a result, she frequently educates and collaborates with her clients on financial literacy issues. She will typically break down complicated financial concepts in a way that most can understand during workshops, seminars, book club meetings, discussion groups, and client planning meetings held throughout the year. She loves reading or listening to books, podcasts, or webinars to find new means of improving her clients’ financial lives. She is honored to call many of her clients friends and enjoys their time together.