Geier Financial Group brings you a team of experienced professionals that can help you build your future. Knowledge, skill and experience, and an unprecedented level of commitment and customer service have consistently earned us recognition amongst some of the greatest athletes as well as affluent individuals. Listed below are the members of our team.
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Principals
Joseph N. Geier
CPA, President/Client Manager
email
Thomas M. Geier
CFP, CPA, PFS
Vice President/Portfolio Manager/COO
email Brian J. Woods
Vice President/Client Manager
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Client Management
Dan Mules
CPA,Client Manager
email
Melissa N. Jordan
Client Relationship Manager
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Portfolio Management Department
Tom Geier
Portfolio Manager
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Brenda Henry
Portfolio Accountant
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Sharon Poehler
Portfolio Administrator
email
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Financial Planning Department
Greg Palacorolla
Financial Planning Analyst
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Client Service Department
Cate Holland
Supervisor
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Erich Imphong
Client Service Representative
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Marcia Chandler
Client Service Representative
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Julie Keller
Executive Assistant to President
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Annette Thompson
Receptionist
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Accounting Department
Seema Parekh
Accounting Specialist
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Sandy Peterson
Accounting Specialist
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Barbara Collins
Accounting Specialist
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Investment Committee
Brian J. Woods
Vice President/Client Manager
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Jerry Anderson
Joseph N. Geier
CPA, President/Client Manager
email
Thomas M. Geier
CFP, CPA, PFS
Vice President/Portfolio Manager/COO
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Securities offered through Triad Advisors, Inc.
A registered broker/dealer. Member FINRA& SIPC. |