Charles Geraci • Melanie Null • Brian Isham • Bill Harrison • Verna Gonzales • Pamela Janysek
Charles@cgeraci.com
Charles specializes in small business ownership, taxation, and retirement income planning.
University of Texas at Austin – B.B.A. in Accounting/Finance
Originally from New York, Charles has lived and raised his children in The Woodlands for over 20 years. Now that they are grown, he enjoys spending leisure time with his wife on the boat and traveling.
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melanie@cgeraci.com
With more than 20 years' experience, Melanie ensures our company runs smoothly on a daily basis. Melanie, an Investment Advisor Representative, oversees all aspects of the company including Client Services, Marketing, and Operations. Her past years of experience as our Client Services Manager give her an inherent understanding of the people we work with and the culture of our company. Melanie holds her Series 7 license as well as her 65 & 66 state license. Her specialized knowledge, skill and dedication to the firm are tremendous assets that contribute significantly to our growth and success.
verna@cgeraci.com
Verna manages the front office and client reception at C. Geraci & Company. Her diverse background in office administration, vendor relationships, and database management make Verna an invaluable asset to our team. In addition to performing duties related to general administrative support, she tracks and monitors fulfillment of projects essential to client satisfaction. Her role is integral to the efficiency of our practice, for which she provides bookkeeping services as well. Her substantial background attests to her superior level of service and skill as a detail-oriented Executive Assistant.
pamela@cgeraci.com
As Client Services Manager for C. Geraci & Company, Pamela ensures our valued clients receive the attention they deserve. With more than 5 years' experience balancing the responsibilities of busy executives with the needs of high-net worth individuals, Pamela is exceptionally qualified to assist with client case design and all of the intricacies related to investment accounts, insurance policies, and annual performance reviews. Pamela also handles a mixture of marketing, public relations, and event planning for the firm. Pamela holds both a BBA and a MBA in Marketing from Texas State University-San Marcos.
Brian supports clients of C. Geraci & Company by providing information regarding long term care. With over ten years in the financial services industry, Brian is a member of the Million Dollar Round Table, a Managing Associate and a Disability Income Specialist.
Bill assists the firm by providing clients with information regarding group medical and employee benefits. Bill is a Registered Health Underwriter (RHU), a Registered Employee Benefits Consultant (REBC), and has been a licensed insurance agent since 1989.
