Our Team

Our award winning team has decades of experience in the Financial Services industry and will strive to provide you with excellent service from the moment you walk in our door.

Lorie Perry

Branch Operations Supervisor

Tashia Twardy

Client Service Administrator

Karen Edgin

Accounting Specialist

Meggie Harrington

Director of Marketing​

Monique Jaramillo

Director of First Impressions

"It’s our mission to empower our clients to embrace their financial future with clarity and confidence. We accomplish this by carefully listening to our client’s needs, wants and dreams and then design a plan and investment strategy to get there."

- The Gensler Group

Contact Our Team

Learn more about how our Advisors can help you.

Get Started

Request an Appointment

Copyright © The Gensler Group 2020

The financial consultants at The Gensler Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IN, KS, KY, MI, MT, NC, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA, WI. Investment advice offered through The Gensler Group, a Registered Investment Advisor and separate entity from LPL Financial.

Scroll to Top

Send Our Team a Message.

Our Advisors will answer your complex financial questions and provide comprehensive advice based on your unique needs.