Our Company

Our team

Thomas Geier, CPA, CFP®, PFS
Vice President/Portfolio Manager

Tom has over 25 years of experience in investment management, financial planning, and accounting. Tom graduated with a B.A. degree in accounting from Loyola University and has been with Geier Asset Management since its founding in 1999. As Vice President and COO, Tom is responsible for the smooth operation of the business and is the Chief Compliance Officer. In addition, Tom oversees the Portfolio Management Department, with a major focus on the implementation of the investment strategies outlined by the Investment Committee.
Tom is licensed as a CPA, a CERTIFIED FINANCIAL PLANNER(TM) professional and Personal Financial Specialist. Tom is a member of the Personal Financial Planning section of the American Institute of CPA’s. Tom and his wife reside in Punta Gorda, FL.