Managing Partner – Investments
With over 46 years of experience in the financial services industry, I am dedicated to serving my clients financial interests by creating and managing personal investment plans that help to achieve lifetime financial goals, manage risk, and reach and enjoy a desired retirement lifestyle.
I believe in creating long-term client relationships and have the privilege of dealing with many multi-generational families. My career began at E.F. Hutton & Co. in 1980 and includes associations with Smith Barney and Merrill Lynch. I have been with Wells Fargo since 2008, serving with Wells Fargo Advisors from 2008 - 2024, and a Managing Partner of Geesling Financial Group of Wells Fargo Advisors Financial Network (FINET) since 2024.
In addition to all the applicable securities registrations, I hold the designation of Chartered Retirement Planning CounselorTM, was recognized on the 2020-2026 list of Forbes Top Women Wealth Advisors2, the 2021-2026 list of Forbes Best-In-State Wealth Advisors3 and have been named to Wells Fargo Advisors Platinum Council4 from 2012-2026. Our Team, Geesling Financial Group was recognized on the 2023-2026 list of Forbes Best-In-State Wealth Management Teams1.
Our team, Geesling Financial Group of Wells Fargo Advisors Financial Network, consists of four members, my teammate and son, Chris Geesling, Managing Partner - Investments, our Registered Client Associate Victoria 'Vicki' Lavin, who has worked with me for over 38 years, and our Registered Client Associate Andrea Henry.
I have lived in Arizona for over 46 years and both of my children are natives. When the time permits, my outside interests include traveling, gardening, animal rescue, spending time with family, especially grandchildren Isaac and Savannah. And finally, fostering rescue dogs, especially GSP’s.
CA Insurance License # 0B63899. 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: Forbers.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: Forbers.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.
2 2026 Forbes Top Women Wealth Advisors: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021. Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020. Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. The Forbes Top Women 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.
3 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 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.