Financial Professional

About Us

Protect Families. Build Wealth. Change Lives.

Creating financial confidence for families — and empowering others to do the same.

I’m Theresa Gerner, licensed financial professional and founder of Gerner Legacy Financial Solutions. I help families protect what matters most and build wealth with heart, education, and trust — through simple, affordable strategies that create lasting legacies.

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A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

Our Services

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Protecting your family’s future.

A page from a book titled 'Aftermath of Buying' focuses on mastering one's mindset. The text advises taking time to meditate, surround yourself with wisdom and understanding, and avoid distractions. It emphasizes setting goals and thriving instead of just surviving.

Comprehensive life insurance solutions.

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Building a legacy for generations.

Protect

Secure your family’s future with our trusted financial solutions.

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Client Feedback

”Theresa helped us secure our family’s future. We feel safe and informed!”