Kevin Geiger aspires to provide guidance and long-term financial well-being for his clients. Kevin is passionate about developing relationships with clients, learning about their dreams and helping them achieve their goals by building personal financial security. 

Kevin has over 15 years experience in the financial services industry providing wealth management, retirement planning, tax planning and estate planning. Kevin attended Southern Illinois Carbondale to pursue his future in the financial world.  He later opened his first company in 2003. As each year passes Kevin focuses his efforts helping blueprint his client’s financials to insure a successful financial future. Kevin is passionate about doing what is right for his clients and believes that every client needs someone to help guide them through each step of their lives and keep them on track to reach a healthy retirement.  

An avid outdoorsman, when Kevin is not in the office, he can be found spending time with his family and friends, traveling, boating, and flying. 

If he can sum up in one sentence about who he is and what he is about here is what he would say.

“If passion drives you, let reason hold the reins”  - Benjamin Franklin

Kevin Geiger

Co-Founder 

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“ My goal is to provide each client with satisfaction and comfort before and during retirement. The best part of my job is to say you are financially ready for retirement!”


Lauren has over 13 years in the financial industry focusing her efforts on assisting clients on their financial journey within wealth management. While attending the University of Iowa, Lauren studied statistics which has driven her passion to create solutions through investment management and planning. Lauren prides herself on the ability to implement comprehensive plans that help maintain or enhance a client’s lifestyle long into retirement. Lauren provides an enthusiastic approach to a somewhat complicated world of finance. 

Outside of work Lauren is passionate about her community and spends part of her free time volunteering with local organizations that benefit the lowcountry. Currently she is serving as a board member of the East Cooper Newcomers Group as their Treasurer.  As well as, Lauren mentors women through the Center for Women and Women Support Groups within the area. Through these efforts her hope is to empower and educate women on their financial future starting with baby steps.


In Lauren's free-time she strives to create long-lasting memories with their family of three children and two dogs.  Their weekend activities include going to the beach, boating, paddling boarding, hiking and enjoying all that the low-country has to offer. You have a good chance of catching Lauren out running in the area and participating in various local running events. 

Lauren Geiger

Co-Founder