Meet Our Team / Stephanie Gerdes
CPA, CFP® — Vice President/Trust Officer
Stephanie is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She spent 13 years in public accounting, specializing in estate, trust, and high-net-worth clients. Stephanie has also spent more than two decades in the Wealth Management/Trust Banking industry, and has been with Centier Bank since 2005. At Centier, Stephanie heads both the Fiduciary Services Division and the Tax Services Division. She specializes in estate, trust, taxation, and investment planning.
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.
- Office: (219) 462-1701 Ext. 2151
- Email: firstname.lastname@example.org
600 E. 84th Avenue
Securities and insurance products are offered by Cetera Investment Services 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.