Managing Partner – Investments, PIM Portfolio Manager
With 17 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 at the Phoenix offices of Wells Fargo Advisors (formerly Wachovia Securities) and now work out of our Gilbert office.
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 2021-2025 list of Forbes as a Best-In-State Wealth Advisors2 and have been named to the Wells Fargo Advisors Platinum Council4 from 2020-2024. Our Team, Geesling Financial Group of Wells Fargo Advisors, was recognized on the 2023-2025 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