Overview
Independent Trustee
Gerri is a member of the Estate Planning Practice Team. She has more than 25 years of experience in trust administration, which includes both large and small banking institutions, as well as independent trust administration services since 2000.
Leadership
Professional Affiliations
West Michigan Planned Giving Group
Western Michigan Estate Planning Council
Practice Areas
Education
Grand Valley State University
Seidman School of Business
Grand Rapids, MI
Certificate Program in Financial Planning, 2002
Grand Valley State University
Seidman School of Business
Grand Rapids, MI
B.B.A., Finance, 1995
Cannon Financial Institute
Athens, GA
Personal Trust Administration, 1992