Phone: 205.208.8719
[email protected]

Leslie Isbell
205.208.8723
[email protected]

Tara Henderson Ingram
205.208.8710
[email protected]

“I take my clients’ financial well-being very personally. My role is to help them be accountable to themselves regarding the steps they need to take to pursue their goals.”

Jeris has been advising clients since 2007 in areas of wealth accumulation, investment management, and comprehensive financial planning. She has obtained the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Planning Counselor™ designation. Jeris recognizes the importance of seeing the big picture while helping clients reach their short-term and long-term goals.

Jeris has built her practice while maintaining an active role in the community. She is a Birmingham Rotary Club and Birmingham-Southern College Alumni Board member. She is past president of the Rotaract Club of Birmingham and the junior board of the YWCA of Central Alabama.

Jeris is married to Jordan Gaston and is a mother to twin boys, Graham and Hayes. When she isn’t on the soccer field with the twins or working in her vegetable garden, you can find her trying all the delicious culinary treats that Birmingham, Alabama has to offer!