Winfield Roy Geiger,

With over 25 years of institutional, corporate, & executive compensation experience, I am responsible for driving Cornerstone Retirement Advisor’s (CRA) operating capabilities to surpass customer satisfaction and retention. In addition, I help CRA business owner & executive clients with cash management, corporate benefits, and ERISA retirement plans (401k, 403b, SIMPLE IRA, Profit Sharing Plans, etc.) advising on fiduciary roles & responsibilities, fiduciary oversight, plan investment management and employee financial planning & education, including 529 plans.

Originally from Virginia, I earned a BS in Finance from Virginia Tech University, Blacksburg, VA. Beginning my investment career with Deutsche Bank Securities in Baltimore, MD, I took an opportunity to grow my skills and moved within the company to Chicago, IL. where Raymond James bought it and merged it into Alex Brown, known for being a steward for private & institutional financial wealth & Legacy planning. Here I gained valuable experience in private wealth management, private bank lending, and institutional retirement planning. I then earned the Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®) credentials, by which I help CRA institutional & family wealth planning clients tailor financial advice in helping CRA clients envision their future and design a financial plan for increase their Income, grow assets for their Lifestyle and conserve those assets for the Legacy they have built. Life Balanced. Invested.

Moving closer to family and friends, my wife, Laura, and I choose to reside in the Village of Mariemont in Cincinnati, Ohio with our two children (Ella Bea & Wesley) and our dog (Hank) where you can find me coaching children’s sports, playing softball, and trying my green thumb at vegetable gardening.

Currently serving as Chief Operations Officer with Cornerstone Retirement Advisors, Inc., I am excited for the opportunities in helping clients invest and financial plan their accumulated assets while guiding them in education planning and liability management.