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Our Team


Judith Gerhart, CFP®, CDFA™ 
Registered Principal
 
Dr. Judith Gerhart, CFP®, CDFA™ founded Gerhart Group with the vision of educating women in her community about money and finances. She began twenty-five years ago with this philosophy and has never wavered. Women can benefit from working with her to achieve financial understanding and reach their goals through thoughtful wealth management planning. Judith passionately supports her clients in both time and effort. Many of them are able to translate their successes into other facets of their personal and professional lives. 

In her communities, Dr. Gerhart is dedicated to being known as someone to count on and look to for guidance. She strives to be an exemplary role model, a great teacher, and a true friend. She takes pride in being upbeat with a friendly personality and positive approach to living life. Through her vast experience, outstanding qualifications, and magnetic energy, she strives to facilitate the creation of profound and inspiring futures for those with whom she works.

Dr. Gerhart is a CERIFIED FINANCIAL PLANNER (CFP®), and a CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA™). She is CA Insurance Licensed, a Real Estate Broker, and Mosten Mediation trained. Dr. Gerhart is a member of the FINANCIAL PLANNING ASSOCIATION (FPA) and has served as a board member of the Ventura County Chapter FPA, and CONEJO VALLEY ESTATE PLANNING COUNCIL. She is also an active member of the ASSOCIATION OF DIVORCE FINANCIAL PLANNERS (ADFP).  She earned a Bachelor's Degree in Business Education and a Master's Degree in Business from DePaul University, and a Doctorate of Education in Higher Education and Administration from Nova Southeastern University.


Jill Rieger
Operations / Client Services / Registered Assistant

Jill brings extensive management, operations, and administrative expertise to our team. Her prior experience as a divisional vice president in retail, company owner in manufacturing, and project manager in technology provide a wide scope of additional skills that enhance her ability to serve clients efficiently in a comprehensive manner. Jill holds a Bachelors Degree in Business. Being a mother of three has also broadened her experience level by an additional one thousand percent on the multi-tasking efficiency scale.

In addition, Jill attained her series 6 and 63 securities registrations. She executes account related transactions. Her commitment to serving the client and providing top quality service makes her an important and valued asset to our business. She is friendly, caring, and exhibits a strong positive work ethic. It is easy to understand why clients like working with her - she enjoys the clients and loves the work.



 

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 Securities and Investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Gerhart Group is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, HI, KY, MI, NM and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.