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Jack N. Geise

Associate Wealth Advisor

Jack joined Dowling & Yahnke Wealth Advisors in 2022.  As an Associate Advisor, he supports Lead Advisors with unique client inquires and researches various projects to enhance the client experience as well as firm growth.  Jack coordinates new account openings and trade orders to meet client needs.

Jack earned his Master of Business Administration (MBA) degree, as well as his Bachelor’s degree in Business Management with a Minor in Marketing from St. Bonaventure University.  He is a proud member of Beta Gamma Sigma, The International Business Honor Society for business programs that is accredited by The Association to Advance Collegiate Schools of Business (AACSB).  While in college, he interned at Equitable Advisors in Buffalo, New York.

Jack was born in Ohio and moved to San Diego in 2009.  In his free time, he plays in competitive golf tournaments.

Why did you join Dowling & Yahnke Wealth Advisors?

I joined Dowling & Yahnke Wealth Advisors because of the way they conduct business.  I value the fiduciary responsibility that Dowling & Yahnke holds and believe their philosophy towards handling client’s personal finances is admirable.  Dowling & Yahnke has a reliable reputation in the community that spans over thirty-one years, and I am excited to be a part of the team moving forward.

What inspired you to work in the financial industry?

While in college, I became very interested in topics such as finance and economics.  Additionally, I’ve always wanted to help people toward their own goals.  I believe that each client scenario and life story is unique.  I enjoy strategizing and putting the pieces together to improve their financial life plan.

What is your favorite place in San Diego?  Why?

One of my favorite places in San Diego is Moonlight Beach.  It is a relaxing environment and is so close to many of my favorite restaurants along the scenic coast on Highway 101.  I truly enjoy grabbing a bite to eat with family and friends and then walking over to Moonlight Beach to watch the sunset.

What is the best concert you ever attended?  Why?

The best concert I have ever attended was Old Dominion.  I’m a huge country music fan and they sounded incredible in person.  Country music is my favorite genre because it puts me in a good mood and is enjoyable.

What is your favorite hobby?  Why?

My favorite hobby is playing golf.  Ever since I was young, I have had a club in my hand and had a passion for the game.  This led me to continue playing competitively throughout high school and into college.  The friends and relationships built on a golf course are nearly impossible to replicate and is one of the main reasons why I love the game so much.

I love helping clients with…

Reaching their financial goals.  Whatever vision they want to build, I enjoy putting the pieces together to build a solid framework, resulting in piece of mind.




EDUCATION

  • St. Bonaventure University, Master of Business Administration (MBA)
  • St. Bonaventure University, Bachelor’s degree in Business Management, Minor in Marketing