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Kirsten Gerczak

Kirsten Gerczak

Operations Specialist

Kirsten joined the firm in 2020 as an Operations Specialist and supports financial advisors Mike Sanson, CFP®, Gaurav “G” Shrestha, CFP®, and Chris Kitchen, CFP®. She graduated with a Bachelor of Science in Business Administration with a concentration in Marketing and Management from Longwood University. She assists with the administrative coordination of financial planning, investment advisory, and risk management services for existing and new client relationships.

Born and raised in Bluemont, VA, she moved to the Richmond area in 2019. In her free time, Kirsten enjoys exploring and getting to know the unique neighborhoods of the city, drinking good coffee, and spending time at the river with her family. With a long-standing passion for helping people and making a difference in their lives, Kirsten’s client-centered ideals embody the principles of our firm.