Meet Our Team / Stephanie Gerdes
CPA, CFP® — Vice President/Trust Officer
Stephanie is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). Her career spans more than four decades in the Wealth Management/Trust Banking industry. Since 2005, she has helped Centier clients with public accounting; specializing in estate, trust, and high-net worth clients.
At Centier, Stephanie is a Senior Fiduciary who specializes in estate, trust taxation and investments. In addition to being a member of the Valparaiso Rotary and a member and past president of Immanuel Lutheran Church, she is also on several boards including the Porter County Community Foundation Board, the Immanuel Lutheran Church Endowment Board, and the Valparaiso Rotary Foundation Board.
Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.