Hope Gerdes, CFP®

Building strong relationships with clients is the cornerstone of Hope’s investment practice. Relatable and down to earth, she believes that direct communication builds an open and honest connection in order to better help clients achieve their aspirations. She approaches wealth management with the heart of a teacher and values the opportunity to educate clients on their finances as they strive to reach their goals.

Hope admires the client-focused culture and attention to outstanding client service at Smith Moore. This complements her team-centered approach to investment allocation, holistic financial planning, and risk management to bring a meaningful impact to her clients’ investment outcomes.

Wealth planning is the bedrock of her work as a financial advisor. Beginning with identifying clients’ goals and dreams, she constructs individualized investment portfolios tailored to clients’ means, timeframe, and willingness to accept risk. As a CERTIFIED FINANCIAL PLANNER™ professional, Hope holds a deep understanding to the various aspects of the financial planning process. She helps clients address their need for financial security and a desire to leave a legacy for the following generation via wealth, accumulation, retirement planning, and estate planning services.

Empowering women and guiding youth are passions which have led her to being a valued member of Zonta’s women’s club and the lead organizer for Linn area youth soccer. Hope is also a huge cheerleader for Special Olympics Missouri and a deeply involved 4-H mom.

Hope is fortunate to spend her life with her incredible husband, Bryan, three sons, Dalton, Dylan, and Mason, and two dogs, Holly and Ivy. She is an avid lover of the outdoors and can often be found riding one of her two horses, hunting, gardening, woodworking, tackling home improvement projects, or spending time with her family.

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