Gerri A. Harrison CFP® EA® TPCP®

Gerri has been a dedicated professional in tax preparation and financial planning since graduating from Binghamton University. She began her career working part-time while raising her son, Michael, alongside her husband, Lynn. Over time, her role evolved from seasonal tax preparation to a full-time, year-round focus on tax planning and financial strategy. Early in her career, she earned the Enrolled Agent (EA) designation, which requires ongoing continuing education to stay up to date with ever-changing tax laws. Today, she specializes in tax preparation and tax planning for financial planning clients, ensuring they have a comprehensive approach to managing their financial future.

Her passion for financial planning was sparked by the realization that many tax clients were not receiving tax-efficient investment advice. This motivated her to become a Certified Financial Planner™ (CFP®), allowing her to integrate tax planning with investment strategies. She takes pride in helping clients minimize taxes legally, grow their retirement savings, and achieve their long-term financial goals with confidence.

As both a business owner and a professional, she understands the challenges of balancing career and family. She is particularly passionate about empowering women to take an active role in their financial well-being. She believes that financial literacy is essential, especially as many women will outlive their spouses or navigate financial independence at some point. She is committed to providing clear, actionable guidance to help clients build financial confidence and security.

Her dedication to financial education stems from personal experience. The challenges she faced in her early years instilled a strong work ethic and a deep appreciation for education. This commitment drives her to support local nonprofits that promote financial literacy for both children and adults. She believes that knowledge is power and is passionate about helping individuals make informed financial decisions that serve them throughout their lives.

Outside of her professional work, she is always engaged in a new project. Whether tackling home remodeling—everything from demolition to design—or spending time outdoors, she embraces each challenge with enthusiasm. She enjoys riding her three-wheeled motorcycle, gardening, and planting trees on her property. She is also an avid traveler, exploring destinations across the U.S. and beyond, and is actively working through her lifetime bucket list. Most recently, she has set her sights on becoming a published author.