Managing Partner – Investments
With over 44 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 Advisors since 2008 and currently hold the title of Managing Partner - Investments.
In addition to all the applicable securities registrations, I hold the designation of Chartered Retirement Planning CounselorTM, was recognized on the 2020-2024 list of Forbes Top Women Advisors2, the 2021-2024 list of Forbes Best-In-State Wealth Advisors3 and have been named to Wells Fargo Advisors Platinum Council4 from 2012-2024. Our Team, Geesling Financial Group was recognized on the 2023-2024 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 37 years, and our Registered Client Associate Andrea Henry.
I have lived in Arizona for over 44 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
Managing Partner – Investments, PIM Portfolio Manager
With 16 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 Advisors Best-in-State5, the 2021-2024 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 2023-2024 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
Senior Registered Client Associate
Vicki started her career at E.F. Hutton as a Client Associate and has been in the investment services industry for over 37 years. Vicki has worked with Gaby, as her Client Associate, for over thirty-seven years. Early in her career Vicki obtained her Series 7 and Series 63 registrations, allowing her to become a fully registered Client Associate. Gaby and Chris created the Geesling Financial Group partnership in 2009 and being that Vicki has known Chris since he was two years old, Vicki views Geesling Financial Group as family. Vicki’s favorite thing is working with and talking directly to our clients. In addition to any administrative requests clients may have, Vicki is always happy to hear about any personal celebrations or concerns.
Vicki is an Arizona native born in Globe, AZ. She graduated from Globe High School in 1981, and then attended Mesa Community College for 3 years while working full time. Working at E.F. Hutton changed the course of her professional direction, and she became fully engaged in her investment services career.
Vicki enjoys spending time with her fiancé Ron, and her son Ryan. She loves to golf, camp, and spend time with her rescue dog Petey. Petey loves swimming and has even learned to climb in and out of the pool using the pool ladder, he is a water dog for sure!
Senior Registered Client Associate
Andrea has been in the investment services industry for over 21 years and has held many roles during her career. Andrea began her career as the office receptionist, and quickly moved up by taking on additional duties in the operations and compliance area. Based upon her knowledge and experience, Andrea was given the opportunity to transition to the Client Associate role and work directly with a Financial Advisor. During this time Andrea was able to become fully licensed and registered, earning both her Series 7 and Arizona Insurance license. Additionally, Andrea earned her Bachelor’s Degree in Community Advocacy and Social Policy at Arizona State University.
In 2022 Andrea joined Geesling Financial Group as a Senior Registered Client Associate, after working alongside Geesling Financial Group in various roles over the course of 16 years.
Andrea is an Arizona native and hopes to one day retire in the Pacific Northwest. When not at work, Andrea enjoys spending time with her daughter Emma, and her three rescue dogs; Fitz, Palmer, and Rodgers (all named after NFL players). In the last few years, Andrea has caught the travel bug and enjoys traveling both internationally and domestically whenever possible.