Who We Are


Victoria Geiger

CFP® | Financial Planner

Victoria is one of our Financial Planners and has been working in the financial industry for several years. She is dedicated to helping clients secure their financial future and works diligently with them to make sure their financial plan is a good fit.

Working closely with clients is Victoria’s favorite part of her job. She always has a smile on her face and a service-oriented demeanor. Victoria is committed to building lasting relationships with our clients, and is involved in every step of their wealth management plans. If you have any questions, Victoria is here to help you – she is incredibly knowledgeable, and strives to ensure that the clients’ needs are met and their questions are answered.

Originally from Woodstock, Georgia, Victoria received her degree in Finance from Louisiana State University. She currently lives in The Colony with her husband, Chris, and her dog Max, a Shih Tzu-Yorkie mix.

When she’s not working, Victoria enjoys spending her free time cooking her grandmother’s recipes. She loves all kinds of southern cooking - if you have any great recipes to share, be sure to pass them along! She also likes to travel, run with Max, and play pickup basketball games.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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