Geneva is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. She has over 29 years of experience in the financial services industry, beginning her career in 1994 at A.G. Edwards & Sons, Inc.. She currently holds her Series 99, 7, & 63 FINRA licenses through LPL Financial and holds an Associate of Applied Science degree in Accounting from Heald Business College.
Throughout her career, she has held key roles including Registered Financial Assistant and Operations Coordinator, supporting both advisors and clients through major industry events and firm transitions. Her areas of focus include advisor support, client service, operational coordination, and task management, working closely with a team of administrators to deliver efficient and consistent support to both advisors and clients.
She and her husband Alex enjoy spending time with their son, Anthony, and their French Bulldog, Bubba.