Joanna Geier

Joanna is a wealth strategist at Mercer Advisors, where she specializes in preparing financial plans and executing comprehensive wealth management strategies for ultra-high-net-worth families. She provides subject matter expertise to help support advisors with creating, maintaining, and implementing financial plans for clients with complex finances.

Prior to Mercer Advisors she worked as a senior financial paraplanner at Jackson Financial Management, a wealth management firm serving high-net-worth households which was acquired by Mercer Advisors in 2019. Joanna received her bachelor’s degree in accounting from Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional and holds the Financial Paraplanner Qualified Professional® designation.

Born and raised in Orange County, California, she now lives in Illinois with her husband and three children.