Ambriel Gebhardt

As a client service coordinator, I work directly with clients to ensure their established investments, investment opportunities and personal questions don’t go unnoticed. I am the first person you will see when you walk into our Burlington office. You will notice, I am consistently talking with clients and companies. My job is to confirm that any changes to the policies are made in a timely manner by all parties. I also ensure that we meet with each client consistency to go over all products and any questions or concerns they may have. I love working with the public and witnessing the growth we offer to all our clients. We get to work with some of the best clients who trust us in knowing we do everything to make their life easier and to ensure a brighter future.

I received a bachelor’s degree in psychology from Culver Stockton University in 2023. This degree has provided me with the skills to anticipate any needs or questions clients may have and promptly address any issues.

When I am not in the office, I am normally spending time with my fiancé Joshua, his daughter Aleena, and our two cats, Toby and Gimli. My favorite outdoor activity to do with my family is fishing but we also enjoy playing board and card games together.