De Thomas Wealth Management
With more than 3,000 clients, Gerald Goertsen has a lot of responsibility on his shoulders. But it’s a weight he carries with skill, driven by his desire to “help people achieve the goals they never thought they could achieve. I am passionate about helping educate people to improve financial literacy. People need to be given the information so they can make informed decisions to improve their lives.”
The pandemic brought its own challenges, of course, but Goertsen and his staff responded, putting up Plexiglas barriers to protect clients and staff, mandating vaccinations for employees and becoming experts on Zoom presentations.
“We are constantly improving our service by adding staff to get the job done,” Goertsen says. “This is my passion – I see myself in the industry until I am no longer able to do it.”