Mark Gerber, CFP®
…"I love making a difference in people’s lives”
…“I’m in the relationship business.”
…“I do “holistic” Financial Planning and Wealth Management; in which I use specific tools and techniques I’ve developed over the past 20 years, to help people identify and eliminate costly holes, gaps and overlaps in their overall financial structure.”
Education, experience, precision and logic enable Mark to assist clients in making smart decisions about their money so they can pursue whatever is most important to them. Those who join the MG Financial Advisors client-family can expect mutual respect, open communication and a collaborative approach in Mark’s professional relationships. His investment approach takes into account long-term financial growth, values-based investing and a balanced approach to risk management. He is a true advocate for clients and provides valuable insight acquired over 20-plus years in the financial services industry. All that Mark has achieved in his career and personal pursuits has been through trust, integrity, professionalism and hard work.
Education and Association Information:
CERTIFIED FINANCIAL PLANNER™ professional
Certified Financial Planner Board of Standards, Washington, D.C.
B.S. Degree, Business Administration
Colorado State University, Fort Collins, CO
ChFc® and CLU® designation courses
The American College, Bryn Mawr, PA
National Association of Insurance and Financial Advisors
Qualifying and Life Member, Million Dollar Round Table (MDRT)
Randi Foreman, Client Services and Administration
Randi is integral in the management of the day-to-day operations and client services in the office. She is astute with numbers and her attention to detail leads to a high level of efficiency and accuracy. Her experience in the banking industry and IRA service and administration, as well as her excellent computer/data analysis skills, brings invaluable contributions to our success. Randi brings together the technical and project completion expertise we need to offer superior service to our clients and strategic alliances. She also heads up our client communication program that keeps us connected with our clients.