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St Paul

Rich Gerczak, CFP®

Tel: 651.200.3110
[email protected]
WE’VE MOVED!
2550 University Avenue West, Suite 314-N
St. Paul, MN 55114
ballastadvisors.com

Richard Gerczak, CFP®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 22 years, Rich has helped many families reach their financial goals.  Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates.  He also serves on the Executive and Investment Committees within the firm.

Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor.  He has also served in many leadership roles for the development and training of other Financial Advisors.  He is an active community member serving in many church and civic organizations.  Rich has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.

Rich graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting.  He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities.  He is a member of the American Institute of Certified Public Accountants (AICPA).

Rich resides in St Paul with his family.  He enjoys time at his family cabin, reading history books and spending time outdoors.

 

Steven Schmidt, CFP®, CLU®, APMA®, ChFC®

Steve Schmidt - Financial Advisors - Ballast Advisors, St Paul, MN

Tel: 651.200.3113
[email protected]
WE’VE MOVED!
2550 University Avenue West, Suite 314-N
St. Paul, MN 55114
ballastadvisors.com

Steven Schmidt, CFP®, CLU®, APMA®, ChFC®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Steve is a Founding Partner at Ballast Advisors. He is a seasoned investment manager with over 24 years of experience.  Since 1993 he has advised small business owners and professionals with wealth management in St. Paul, MN  and serves on the firm’s Executive and Investment Policy Committees.

Steve earned his Bachelor of Arts degree from Saint Olaf College in Northfield, MN.  In addition, Steve has earned designations as a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), the Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).  He is  a member of the Financial Planning Association (FPA).  

Steve and his wife Mari reside in Arden Hills, MN with their four children.  In his spare time he enjoys reading, spending time outdoors – including the Boundary Waters,  and golfing with family and friends.

 

Stevie Gerrells, FPQP®

Tel: 651.200.3102
[email protected]
WE’VE MOVED!
2550 University Avenue West, Suite 314-N
St. Paul, MN 55114
ballastadvisors.com

Stevie Gerrells

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.

 

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