Advisor Profile

Brenda Geiger

ASSOCIATE, WEALTH MANAGEMENT

Brenda is an Associate, Wealth Management at Choreo in the Peoria, IL office. With over 20 years in Financial Services, Brenda provides essential support to both clients and advisors by coordinating meetings, assisting with account management, responding promptly to inquiries, and ensuring client financial information is organized and up to date. She plays a key role in gathering important financial documents, supporting new account processes, and helping ensure that every client experience is seamless and personalized. Brenda also oversees day-to-day operations within the practice.

Before joining Choreo, Brenda served as a Service Coordinator at Midwestern Securities, where she supported financial advisors by performing a wide-range of administrative and operational duties, including account processing and money movement. She also worked as a Trust Operations Officer at MCB Trust and Wealth Management, where she initiated trust transactions for processing and accounting - and monitored daily settlement. 

Earlier in her career, Brenda was an Operations Coordinator of Investment Services at Creekmur Wealth Advisors. There she was responsible for opening new accounts, managing required minimum distribution tracking and notifications, and coordinating money movement across client accounts.

Brenda brings a strong operational background and a client-first mindset to the Choreo team, helping ensure a smooth and supportive experience for every client she serves. 

EDUCATION

  • B.S., Accounting, Illinois State University