Gerald Mota

Cindy has 20+ years of experience in the Financial Service and Insurance industry. She joined Gerald’s team in February 2019 as the Director of Investment Operations & Services after 10 years as an Underwriting Case Manager at Auctoris, and previously an Associate Financial Representative with Northwestern Mutual from 2001-2008. She has extensive experience on the investment side of the business and uses her expertise to manage the administration of new and existing client accounts. 

Cindy has a Bachelor of Arts in English from the State University of New York at Binghamton. She also holds a Colorado Life, Health and Variable License as well as Series 6 and 63 securities license.  

Cindy moved from upstate New York to Colorado in 1998. She is married with 2 very active boys and their rescue pup, Aspen. She enjoys traveling, baking and spending time outdoors with family and friends. She is also a three-time Ironman finisher and is always actively pursuing the next finish line.

David has been in the industry since 2012. He worked in a variety of roles including brokerage trading, retirement specialist, 401(k) service, and an Investment Consultant. He started his career with Northwestern Mutual in 2017 where he owned his own practice. He later joined Gerald's team in 2020 where he focuses on financial planning and investments. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015 and a Retirement Income Certified Professional (RICP®) since 2019. 

Christina L Perkins began her career as a Scheduler at Northwestern in 2009.  She ensures that we spend the right amount of time, at the right time, with our clients.  She is detailed, thorough, and is well aware that our clients are busy, hardworking people who understand the value of planning for their futures. Christina joined Gerald's team in 2022.

Christina and her husband have three adult children.  She volunteers at her local church, civic organizations and works often at the family farm in West Virginia. During her time off, she enjoys traveling the eastern seaboard with her husband and tending their flower and vegetable gardens at their home in south central Virginia.

Christina holds a degree in Patient Admissions, Medical Coding & Billing, as well as a Virginia State certification in Elder Care & Medical Ethics from Piedmont Community College, Charlottesville, VA.