Meet the Gem Wealth Planning Group Team!
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Geralyn Gough
Certified Financial Planner
geralyn@gemwealthplanninggroup.com
Geralyn Murphy Gough, CFP® has been a financial consultant since 2000, earning the Certified Financial Planner® designation in 2003.
A graduate of SUNY at Oswego, she also spent 16 years working as the accountant and billing manager for a municipal public utility.
She has a long-term approach to helping clients build and seek to maintain wealth. She works with individuals, small businesses and non-profit organizations to help clients develop suitable investment habits and build portfolios .
Geralyn is a distinguished member of the community; she has been a director and a past president of the Rotary Club of Wellsville, a previous board member of the David A. Howe Public Library, a member of the Wellsville Garden Club, and also serves on the Educational Foundation of Alfred.
Geralyn is a resident of Wellsville where she lives with her husband; Ken, her two cats; Sweet Pea and Daisy. In her free time, Geralyn is working on a knitting project, or making her own clothes!
Jacklyn Stilson
Administrative Assistant
(585) 593-9041
jackie@gemwealthplanninggroup.com
Jackie is the newest member of Gem Wealth Planning Group! She comes with over 20 years of office management and client relations experience.
Jackie will be your first point of contact, as she handles all incoming correspondence. She specializes in promoting a positive client relationship and assisting with all of the behind the scenes projects.
Mrs. Stilson resides in Scio, NY with her family and her dog.
When she is not greeting clients or chatting on the phone with prospects, Jackie enjoys camping with her family, reading, walking with her dog, baking, and spending time with her granddaughter.
Molly Cole
Office Manager
(585) 593-9041
molly@gemwealthplanninggroup.com
Molly specializes in account opening, meeting and report preparation, as well as technology troubleshooting. She is looking forward to meeting with clients and being able to assist clients in working towards their financial goals.
Molly graduated from Alfred State College in May 2020, with a bachelor’s degree in Financial Planning. She is training to become a Financial Advisor. Miss Cole has completed her SIE, and is now working on the Series 7 License.
An active member of her community, Molly serves as the Secretary of the Wellsville Development Corporation, a committee member for the "Taste of Wellsville," and a 2023-2024 member of the Leadership Allegany Program.
In her free time, Molly is spending time with her dog; Remy, reading, cooking or visiting with friends and family.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals specialize in different areas of expertise within financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.