Joanna Geier

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.