Allison Forbes Mcgrath Email and Phone Number
Everyone has a “why” that drives them forward. At Gebhardt Group, our purpose is to help folks align their financial resources with the people, experiences and passions that give their lives true meaning. Whether that’s selling a successful business or starting a new business, growing a family, buying a new house, traveling the world or a mix of all of the above, we help our clients realize the dreams they have for the future. This simple yet powerful philosophy lies at the heart of Gebhardt Group’s core values and sets us apart from other firms. It encourages curiosity, vulnerability, and clarity in the financial space, offering a unique perspective you won’t find just anywhere.My career at Gebhardt Group started nearly ten years ago and I am proud of the work I have done in my tenure here. Most of our clients know of me – or have met me briefly – but don’t see me often. I am the one running things in the background the goal of always keeping our client experiences positive and seamless. Being born into an Air Force family required me to always take initiative and manage things while pushing myself outside of the box. I think this led to my type-A, I-can-handle-it-all attitude; which serves me well while running a small company. I love the diversity, challenge and daily ups and downs of what I do here; and I always have our clients in mind when making decisions.My career has traversed multiple industries; I have managed golf courses and law firms. I haven’t applied for a job since college; I have always been recruited from one place to another. I truly enjoy learning and being challenged in new roles – and I think ultimately, that is what landed me at Gebhardt Group – and has kept me here. As a team we are constantly learning, making changes, and striving to provide our clients with the best experience.We often focus on gratitude with our clients, and I am grateful for the team that I work with and the clients we serve. Visit our website, www.gebhardtgroupinc.com, to learn more about our remarkable team or reach out to me directly to begin a conversation.
Gebhardt Group, Inc
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Chief Operating OfficerGebhardt Group, Inc Feb 2015 - PresentNorthern CaliforniaAt Gebhardt Group, we’re committed to providing exceptional financial care by empowering successful business owners and their families to find a deeper sense of connection and inner wealth. This vision, ignited by founders Jim Gebhardt and Matthew Grishman, isn’t just a guiding principle – it’s a living, breathing philosophy woven into the fabric of our entire team.As the Chief Operating Officer; my daily responsibilities include everything from managing firm communication to overseeing a variety of projects. I am responsible for billing, human resources, managing audits, retreats and training – all of the work that clients don’t see but that help contribute to their trust in our firm.I have found that the biggest difference between my past roles and my work at Gebhardt Group is that we are very relationship driven; meaning that clients are with us for years and it is an honor to be able to witness their lives and play even a small roll.If you’re looking for a team that thinks three steps ahead, learn more at gebhardtgroupinc.com or contact me directly. -
Operations Specialist401K Masters, Llc Feb 2015 - May 2019Lafayette, CaFor overwhelmed families hoping for a secure retirement, 401k Masters℠ is the best online tool for ongoing personalized advice for their 401k. Unlike the big Wall Street firms, we get you.As the Operations Specialist of 401k Masters℠, I am responsible for running the day-to-day operations of our firm, based out of our Roseville, CA office. I manage all human resources functions of the organization, including the development and implementation of our employee handbook, our operations manual, and our disaster recovery plan. I also manage all of the technology, social media and backstage functioning of our online 401k advisory tool for Members.To learn more, visit our website atwww.401kMasters.com
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Firm AdministratorKnudtson & Nutter Llp Aug 2007 - Apr 2014Roseville, CaFirm administrator responsible for all day-to-day operations, financial and human resource functions of the firm.
Frequently Asked Questions about Allison Forbes Mcgrath
What company does Allison Forbes Mcgrath work for?
Allison Forbes Mcgrath works for Gebhardt Group, Inc
What is Allison Forbes Mcgrath's role at the current company?
Allison Forbes Mcgrath's current role is Chief Operating Officer | Whole Wealth for Whole People | Helping Others Find Their Wealth With a Why.
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