Stevie Gerrells, FPQP®

Vice President of Operations | Financial Paraplanner Qualified Professional™

Stevie has worked in operational leadership and client service-centered roles for the whole of her career. She is committed to understanding client’s needs and strives to make every interaction with clients personable and memorable.

Stevie grew up in North Dakota and earned her Bachelor of Science degree from the University of North Dakota. In addition, Stevie has earned the Financial Paraplanner Qualified Professional™ designation. She is an animal lover and stays busy with her puppy, Winston. She also enjoys cooking, the outdoors, and traveling – especially to national parks.