My role at The Gervais Group…
Is to provide excellent service to clients by assisting in everyday operations and financial planning.
I do what I do because…
I find it highly satisfying to build long-term relationships and see over time how my role in private wealth management enables individuals and families to achieve their life goals.
Outside of work, I love…
Anything outdoors – I enjoy hiking, camping and fishing to name a few. I also value spending quality time with my family, friends and faith community.
My education and certifications…
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7 and 66 licenses
- Trinity International University: bachelor’s degree in business with a concentration in management (summa cum laude)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.