Meet your team.

We’re life navigators and trusted partners who also just so happen to be wealth advisors. Whole Wealth advisors, that is.

At Gebhardt Group, we’re committed to providing exceptional financial care by empowering individuals and 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.

Jim Gebhardt

Jim Gebhardt

CFP®, President, Wealth Advisor

Jim grew up in a small town outside of Syracuse, NY where, as a young boy, he learned from his parents that his word and his handshake mean everything. To this day, he honors that tradition and carries it into every relationship he has. Jim’s commitment to community shines through his contributions to various organizations, peers and most importantly his clients, making him a valued cultural asset in and beyond the financial realm.

Matthew Grishman

Matthew Grishman

Principal, Wealth Advisor

Matthew is on a mission to disrupt and redefine the wealth landscape. He holds unique beliefs about money that are very counter to the Wall Street culture in which he was raised. Matthew is obsessed with helping people get unstuck, particularly in the realms of money, relationships, and self-discovery.

Beth Gebhardt

Beth Gebhardt

Medicare Advisor

Beth’s journey from medical systems to financial advising reflects her unwavering commitment to helping others navigate the complexities of Medicare. Having blazed trails in field sales and management within California’s early Medicare plans, she understands firsthand the challenges of healthcare insurance. Count on Beth to steer you through the maze with empathy and expertise.

Jim GebhardtCFP(R), President, Wealth Advisor

Jim grew up in a small town outside of Syracuse, NY where, as a young boy, he learned from his parents that his word and his handshake mean everything. To this day, he honors that tradition and carries it into every relationship he has. Jim’s commitment to community shines through his contributions to various organizations, peers and most importantly his clients, making him a valued cultural asset in and beyond the financial realm.

Allison Forbes McGrath

Allison Forbes McGrath

Chief Operating Officer

Allison is a multitasking maestro. Based out of our Sacramento office, she oversees day-to-day operations and manages all HR functions. With a background in business management, including golf course and law firm administration, Allison ensures our team runs like a well-oiled machine.

Janine Keeperman

Janine Keeperman

Paraplanner, CFP®

Janine is a Para-Planning pro who comes to us with 20 years of financial planning experience. She offers a perfect balance of creative vision and analytical acumen when helping clients define and align their goals with their actions. A member of the Financial Planning Association, East Bay Chapter, Janine brings a wealth of knowledge to our team.

Terrie Weld

Terrie Weld

Client Service Specialist

Terrie is a seasoned client service specialist with two decades of experience, navigating both the financial planning and medical sectors. Known for her problem-solving powers and genuine passion for helping others, she’s our go-to person for delivering top-notch service to clients and affiliate partners at our Roseville office.

Lindsey Ivory

Lindsey Ivory

Executive Assistant

Lindsey is the backbone of our team, blending meticulous organization with a warm demeanor. When you reach out to us, she’s often the friendly person on the other end of the phone or email chain. With a career path weaving through everything from animal rescue to professional coaching, Lindsey is thrilled to bring her rich background in marketing and communication to us now.

Our team extends far beyond the walls of our Northern California offices, comprising a diverse network of trusted specialists who seamlessly integrate with our own expertise:

Financial experts: Accountants, attorneys, bankers and pension administrators provide tailored support for your specific needs.

Personal support: Family counselors, employee benefits specialists and travel agents enhance your overall well-being and lifestyle.

Domestic services: Experts adept at handling everyday concerns, freeing you up to focus on what truly matters.

The collaborative approach ensures you receive the most comprehensive and personalized guidance available. Our job is to give you the knowledge and options you need to make money decisions, both big and small. And we take that job very seriously. Whether you need help planning for retirement, navigating tax considerations, or securing medicare, we’ve got your back every step of the way.