Geri Parisella assists Stephen and his practice in a variety of areas, including managing office activities, providing excellent client care, scheduling appointments, and handling marketing duties. She is also a Notary Public.
A valuable part of our practice since 2018, Geri came to us with an extensive 25-year customer service background, including time with the Walt Disney Company. A strong foundational part of Geri’s life is her faith, and she is very active in her church community. This involvement actually led to Geri joining Heritage Wealth Managers, as she met Stephen when they served together on their church prayer team.
Geri enjoys living an active lifestyle. She loves spending time with her adult son and rest of her family. In her spare time, Geri loves to strength train, country line dance, and outdoors activities including stand-up paddle boarding, honing her pickleball skills, and taking in God’s creation. She relaxes with cooking, digging into health and wellness information, enriching her spiritual walk, and nurturing the important relationships in her life.