Your Valuable Team at the Helm

Annaliese Gerdes started at Integrity Financial in early 2022 as a customer service associate. She has always found the financial world to be a fun, fascinating field and aspires to one day become a financial planner. Annaliese has a Bachelor of Arts from Northwest Nazarene University, a Financial Planning Certificate from Bryant University, and has earned her Accredited Asset Management Specialist designation from the College of Financial Planning. Annaliese is excited to continue growing her knowledge of finance as she begins her career by serving and encouraging clients as they reach their financial goals.

When she isn’t at the office, Annaliese enjoys going on mini-adventures with her husband, playing board games with her friends and family, and going to the mountains to explore Idaho's beautiful forests.

Education & Background

• Bachelor of Arts from Northwest Nazarene University
• Financial Planning Certificate from Bryant University
• Series 65, 7, & 63
• Life, Health, and Disability Insurance Licenses
• ACCREDITED ASSET MANAGEMENT SPECIALIST™