Dayna Geisbauer

Client Services at Summit Wealth Advocates - , N/A, US

Dayna Geisbauer's Colleagues at Summit Wealth Advocates
Bruce Primeau

President, Wealth Advocate

Contact Bruce Primeau

Jon Govin

Vice-President Wealth Management - CIO

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Kay Strand

Bookkeeper and Admin

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Matt Wright

Chief Investment Officer

Contact Matt Wright

Anita CFP

St. Paul Area - Wealth Advocate

Contact Anita CFP

Kaitlin Strand

St. Paul Area - Bookkeeper

Contact Kaitlin Strand

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Dayna Geisbauer's Contact Details
HQ
763-355-5873
Location
Minneapolis,Minnesota,United States
Company
Summit Wealth Advocates
Dayna Geisbauer's Company Details
Summit Wealth Advocates logo, Summit Wealth Advocates contact details

Summit Wealth Advocates

, N/A, US • 10 - 19 Employees
Financial Services

Summit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel.We have over 20 years of combined experience in working with familes with both simple and complex financial needs.

Finance Financial Services Financial Advisory Services
Details about Summit Wealth Advocates
Frequently Asked Questions about Dayna Geisbauer
Dayna Geisbauer currently works for Summit Wealth Advocates, LLC.
Dayna Geisbauer's role at Summit Wealth Advocates, LLC is Client Services.
Dayna Geisbauer's email address is ***@summitwealthadvocates.com. To view Dayna Geisbauer's full email address, please signup to ConnectPlex.
Dayna Geisbauer works in the Financial Services industry.
Dayna Geisbauer's colleagues at Summit Wealth Advocates are Bruce Primeau, Jon Govin, Kay Strand, Matt Wright, Anita Kalafut, Anita CFP, Kaitlin Strand and others.
Dayna Geisbauer's phone number is 763-355-5873
See more information about Dayna Geisbauer