In 2004, I joined Edward Jones as a financial advisor. I am honored to have been with this company for so long, and grateful to be able to help so may clients achieve their own financial goals during this time. Since I understand every client is unique, I believe it is important to invest my time to understand what you are working toward before you invest your money. No matter what your personal goal is, we can work together to develop specific strategies to help achieve it.
To better serve my clients, I have received both the CFP®, and AAMS® professional designations. In addition to my certifications, I received my degree from the University of Texas at San Antonio. All of these certifications boil down to this: I will be committed to helping you and your family reach your financial goals.
When I am not working diligently at the office, I'm involved with many outside activities. My wife and I are actively involved in raising three kids; we have one son and two daughters. I enjoy playing golf as often as possible with my son and with clients. Both my daughters play kickball and I am very involved as their coach. I am also a huge fan of both volleyball and baseball. One of my goals is to visit all 30 professional baseball stadiums.
Our team is here to provide you with excellent service and help you achieve what you want out of your financial future. Stop by for a visit, or give us a call to get your questions answered and to get started.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
Phone NumberSteve Geyer at (361) 855-3787
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