At Geiger Investments, we believe strong financial guidance begins with understanding the people behind the numbers. As co-founders, Kevin and Lauren Geiger take a highly personalized approach to helping individuals, families, and business owners navigate important financial decisions with greater clarity and confidence.
Together, they bring decades of experience, complementary perspectives, and a shared commitment to looking beyond investments alone. Their approach considers how wealth management, retirement planning, tax considerations, risk management, and long-term goals work together — while building lasting relationships grounded in trust, education, and personal service.
Kevin Geiger
Co-Founder
With more than 20 years of experience in the financial services industry, Kevin Geiger has built his career helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence.
Kevin takes a comprehensive approach to wealth management, helping clients evaluate how their investments, retirement plans, tax considerations, and long-term goals work together. He is particularly focused on identifying opportunities that may help clients preserve more of what they have built while creating strategies designed around their unique financial circumstances.
Throughout his career, Kevin has developed extensive experience in investment management, retirement planning, tax-conscious financial strategies, and wealth-transfer considerations. Rather than looking at any one financial decision in isolation, he believes effective planning requires understanding how each decision may affect the bigger picture.
Kevin works closely with clients and, when appropriate, their CPAs, attorneys, and other professional advisors to help coordinate financial strategies across multiple areas of their lives. This collaborative approach is especially valuable for clients facing significant financial transitions, including retirement, the sale of a business, concentrated wealth, or the transfer of assets to the next generation.
One of Kevin’s greatest strengths is his ability to take complicated financial concepts and make them understandable. He believes clients should know not only what strategy they are considering, but why it may make sense for them. His goal is to give clients the information and perspective they need to make thoughtful, informed decisions about their financial future.
Kevin co-founded Geiger Investments with his wife, Lauren, with a shared commitment to providing highly personalized guidance and building long-term relationships based on trust, transparency, and service.
For Kevin, successful wealth management goes beyond investment performance. It is about helping clients protect what they have built, prepare for what comes next, and create a financial strategy that supports the people and priorities that matter most to them.
Lauren Geiger
Co-Founder
With more than a decade of experience in the financial industry, Lauren Geiger brings an analytical, thoughtful approach to helping individuals, families, and business owners make confident financial decisions.
With an academic background in statistics and experience working with both domestic and global financial firms, Lauren has built her career around analyzing complex information and transforming it into clear, actionable strategies. Today, she uses that experience to help clients look beyond investment performance alone and consider the broader financial picture — including tax efficiency, wealth preservation, retirement income, and legacy planning.
Lauren is particularly passionate about helping clients identify opportunities to make their wealth work more efficiently. She works closely with clients to develop personalized financial strategies designed around their goals, their concerns, and the tax implications that can accompany significant wealth, retirement assets, business transitions, and generational planning.
She also has a special passion for empowering women to become more informed, confident, and engaged in their financial futures. Lauren believes financial planning should feel approachable rather than overwhelming, and she strives to create an environment where clients feel comfortable asking questions, understanding their options, and making decisions with confidence.
Lauren co-founded Geiger Investments with her husband, Kevin, with a shared vision of providing clients with highly personalized guidance and a relationship-driven approach to wealth management.
Outside of the office, Lauren enjoys spending time with Kevin, their three children, and their three dogs. She is also actively involved in her community, volunteering with local organizations and serving on multiple boards. For Lauren, helping others — both professionally and personally — is at the heart of what she does.
