Charles Geraci • Melanie Null • Andrea Geraci • Mary Hicks • Brian Isham • Bill Harrison
Charles@cgeraci.com
Charles specializes in small business ownership, taxation, and retirement income planning.
University of Texas at Austin – B.B.A. in Accounting/Finance
Originally from New York, Charles has lived and raised his children in The Woodlands for over 20 years. Now that they are grown, he enjoys spending leisure time with his wife on the boat and traveling.
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melanie@cgeraci.com
With more than 20 years' experience, Melanie ensures our company runs smoothly on a daily basis. Melanie, an Investment Advisor Representative, oversees all aspects of the company including Client Services, Marketing, and Operations. Her past years of experience as our Client Services Manager give her an inherent understanding of the people we work with and the culture of our company. Melanie holds her Series 7 license as well as her 65 & 66 state license. Her specialized knowledge, skill and dedication to the firm are tremendous assets that contribute significantly to our growth and success.
andrea@cgeraci.com
Andrea handles a mixture of marketing, public relations, and event planning for the firm. C.Geraci & Company tries to be active in our community and much of her efforts involve working with and sponsoring local organizations and events. Her past experience in media and advertising have been an asset to our current rebranding efforts. Andrea holds a B.S. in Advertising from the University of Texas at Austin and a M.A. in Communications at The University of Houston.
mary@cgeraci.com
Mary oversees the day–to–day operations of C. Geraci & Company. Accountable for the completion of client projects, Mary's responsibilities also include supply procurement, maintaining vendor relationships, database management, and bookkeeping. Her past experience in invoicing and bookkeeping make her role as Administrative Manager integral to the efficiency of our practice.
Brian supports clients of C. Geraci & Company by providing information regarding long term care. With over ten years in the financial services industry, Brian is a member of the Million Dollar Round Table, a Managing Associate and a Disability Income Specialist.
Bill assists the firm by providing clients with information regarding group medical and employee benefits. Bill is a Registered Health Underwriter (RHU), a Registered Employee Benefits Consultant (REBC), and has been a licensed insurance agent since 1989.
