Managing Partner – Investments, PIM Portfolio Manager
With 18 years of experience in the financial services industry and the benefit of growing up around the business, I am dedicated to providing my clients a holistic and personal approach to achieving their financial goals and retirement dreams. My fundamental principle is that proper risk management is the key to a successful long-term investment plan. My clients include retirees to millennials and I believe planning is important at any age.
I attended the W.P. Carey School of Business at Arizona State University on an academic scholarship, and graduated with a Bachelor's Degree in Business Management. Upon graduation, I began my career in the Phoenix office of Wells Fargo Advisors in 2008 and transitioned to the Wells Fargo Advisors Financial Network (FINET) channel as a Managing Partner of Geesling Financial Group in 2024.
In addition to all the applicable securities registrations, I hold the designation of Chartered Retirement Planning Counselor, was recognized on the 2019-2024 Top Next-Gen Wealth Advisors5, the 2021-2026 list of Forbes as a Best-In-State Wealth Advisors3 and have been named to the Wells Fargo Advisors Platinum Council4 from 2020-2026. Our Team, Geesling Financial Group of Wells Fargo Advisors, was recognized on the 2023-2026 list of Forbes Best-In-State Wealth Management Teams1.
My team consist of four members: my associate and Mother, Gaby, Managing Partner – Investments, our Registered Client Associate, Vicki Lavin and our Registered Client Associate, Andrea Henry. Our team currently works with clients in over 34 states.
On a personal note, I am an Arizona native and currently reside in Gilbert with my wife, Shauna, and two children Isaac and Savannah. When I'm not busy coaching and helping with kids sports, I enjoy spending time and traveling with my family (preferably a beach), golfing, pickleball, BBQ and pool time with friends, and walking our dog, Murphy.
CA Insurance License # 0G97806. Resident State: AZ
1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating: 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating: 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023. Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors. Awarded April 2024. Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023. Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022. Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021. Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
4 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
5 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.