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Susan Geiersbach

FINANCIAL ADVISOR

CFP®

Susan's journey into finance began with academic excellence, graduating magna cum laude from the University of Missouri with a Bachelor of Science in Business Administration and Finance. Susan's commitment to excellence led her to join the Infinitas team in 2018, where she continues to flourish. She holds the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation and maintains FINRA Series 7 and 66 securities registrations.

Looking ahead, Susan harbors long-term aspirations of growing with her clients, becoming a leader within the firm, and working with higher-net-worth and more complex clients. Her target clientele includes female attorneys, and younger families, whom she aims to grow alongside.

Your financial future starts with our process.

Susan's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Susan provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of her clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping her client's financial well-being first in mind.

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INTRODUCTION & DISCOVERY MEETING
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FINANCIAL PLAN & RECOMMENDATIONS
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PLAN IMPLEMENTATION
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45 DAY REVIEW MEETING
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ONGOING PROGRESS REVIEW MEETINGS
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More About Susan

Outside of work, Susan's life revolves around her family, including her husband, Jake, their two young children, Emma and Ben. They enjoy spending time together at the pool and walking with their dog, Kacey.

 

When she's not at the office, you'll likely find Susan spending quality time with her loved ones, indulging her passion for sports by cheering on her favorite teams, or pursuing her hobbies, including recreational sports, cooking, and exploring new foods. Susan's dedication to her clients and her passion for her work is evident in her commitment to providing personalized financial guidance and support.

Image by Kelli McClintock

Explore Your Financial Future With Susan

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

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