Gerber, LLC

Erik Roemer is a CFP® with 31 years of industry experience, currently serving at Gerber, LLC in Columbus, OH. He has worked at Gerber since 2000 and previously at Raymond James Financial Services. Roemer holds Series 63 and Series 65 licenses and acts as Chief Compliance Officer at Gerber, overseeing compliance and managing staff. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified mutual funds, ETFs, and alternative strategies tailored to client objectives.

Randall Gerber is a financial advisor with Gerber, LLC in Worthington, Ohio, holding a Series 63 designation and 35 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been involved with Gerber LLC since 1999. Outside of advising, he provides business consulting to entrepreneurs through Gerber Emerging Entrepreneur and is involved in selling identity theft protection services and non-variable insurance products. Gerber, LLC partners exclusively with growth-oriented, first-generation entrepreneurs, offering wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a long-term investment approach utilizing fundamental, technical, behavioral, and charting analyses, and manages $588 million in discretionary assets with a focus on entrepreneurial coaching and sophisticated investment strategies.

Azeem Abdul Haqq is a financial advisor at Gerber, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Global Atlantic Distributors, LLC and Osaic Institutions, Inc. In addition to his advisory role, he is a licensed insurance agent. Gerber, LLC serves growth-oriented, first-generation entrepreneurs, providing wealth management, discretionary investment management, and entrepreneurial planning to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment process combining fundamental, technical, behavioral, and charting analyses, and it manages $588 million in discretionary assets with a focus on entrepreneurial coaching and tailored financial solutions.

Kathryn Wilson is a financial advisor at Gerber, LLC in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her career includes roles at J.P. Morgan Securities, Ameriprise, Clear Course Wealth Advisors, and Raymond James Financial Services. She is part of a two-advisor team at Gerber, LLC. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives.