Robyn Geiss

Robyn Geiss

  • MBA
  • Vice President
  • Financial Advisor

Robyn has always worked for a cause.

After graduating from Penn State, Robyn started her career in the medical field. When her life’s plans changed, she made the natural choice to continue her mission of making lives better, this time as a financial advisor.

The transition from Healthcare to Financial Management made sense because the roles are similar. Both involve difficult conversations. Both require complete two-way honesty. And both focus on well-being. Only instead of her clients’ physical health, she’s now focused on improving their fiscal health.

Facing Forward

Like many others, student loans have shaped Robyn’s relationship with money. In fact, before her career in finance, Robyn researched and created a plan to pay off  her student loans which is partially responsible for sparking her allconsuming interest in helping others face their financial future with confidence and a tailored, well thought out plan—from young entrepreneurs to those well into their retirement.

Robyn understands the importance of taking a forwardlooking approach to preparing for what’s to come. That means getting into the weeds of current events, the political landscape, industry trends, product offerings, and how they influence each other.

She is a huge proponent of technology, always utilizing the firm’s compliance-approved platforms and technology offerings to better serve her clients and deliver crucial information in a highly personalized, timely way.

Outside the Office

True to her philanthropic nature, Robyn is an active alumna of the Chi Omega Fraternity. She found her passion to help other women while serving as chapter president during her time at Penn State. She is also a member of Soroptimist International of Indian Rock, a global volunteer organization that provides women and girls with access to the education and training they need to achieve economic empowerment. Robyn is also passionate about mental health awareness and suicide prevention.

Robyn is a self-described foodie who enjoys exploring restaurants and trying new foods with her friends and family. She’s also no stranger to leading an active lifestyle by traveling, running, doing just about anything outdoors, and practicing yoga and pilates when she gets the chance.