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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.
INTRODUCTION & DISCOVERY MEETING
FINANCIAL PLAN & RECOMMENDATIONS
PLAN IMPLEMENTATION
45 DAY REVIEW MEETING
ONGOING PROGRESS REVIEW MEETINGS
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.
