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Joanna Geier
Joanna Geier – Sr. Financial Planner
FPQPTM, CFP
jhsu@merceradvisors.com
Joanna applies her expertise as a senior financial planner at Mercer Advisors on the ASCEND team, specializing in preparing financial plans and executing comprehensive wealth management strategies for ultra-high net worth families.
Prior to Mercer Advisors, she started her career at Jackson Financial Management in 2010 as an administrative assistant and rapidly increased her responsibilities as a senior financial planning assistant and paraplanner.
Joanna received her bachelor’s degree in accounting from Pennsylvania State University. She also holds the Financial Paraplanner Qualified Professional® designation.
She was born and raised in Orange County, California, but relocated to Illinois to start a family.