Bryan Gaiser
Wealth Advisor | bgaiser@gaiserfinancial.com
I have been assisting pre-retirees and retirees in North Carolina since early 2001. I earned a bachelors degree from East Carolina University in 1989. Since then, I have attained professional distinction as a “Million Dollar Round Table” (MDRT) member. As an Investment Advisory Representative, (IAR), I am Series 65 licensed to conduct securities analysis and qualified to make investment recommendations. I am also an independent insurance agent and real estate broker.
Sarah Troxler
Operations Director | stroxler@gaiserfinancial.com
A lifetime Greensboro native, Sarah graduated from UNCG with a B.A. in English Literature. After many years of working with special needs children she transitioned into the financial services industry, initially assisting a business coach for wealth advisors. That position gave her insight into the practicalities and challenges within a wealth advising firm, and also a business philosophy for a thriving practice. Since then she has spent over 11 years in the industry and discovered that her greatest satisfaction is knowing that a client feels added confidence that they are being taken care of.
Stephanie Newton
Senior Operations Director | snewton@gaiserfinancial.com
Stephanie Newton joins our team with many years’ experience in the financial industry. A.G. Edwards, Wells Fargo, and Principal Financial are a few of the national firms that she has been affiliated with. She also has served as an Activity Director for a retirement community after/before spending several years in the medical field. Her education background in Business Finance and passion for problem solving led her back to the financial sector. Her commitment to finding a resolution that best fits the clients needs has gained the trust and confidence of clients over the years. Stephanie is a native North Carolinian.
Investment Team
The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.
Steve Osterink Jr.
CFA, CFP®, AIF
Steve Osterink Sr.
Jon Lohr
CFA, CFP®
Nick Heinrich
CFA, CFP®