Charles Geraci • Michael E. Lindauer • Melanie Null • Andrea Geraci • Mary Grutkowski • Liz Woodruff • Brian Isham • David Ganz • 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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michael@cgeraci.com
Michael specializes in financial planning, estate planning and retirement planning.
Radford University, Radford, Virginia
Michael serves his community as an Officer and Board Member of the neighborhood's civic association.
Michael enjoys cheering on the various academic, sporting, and scouting endeavors of his four children, weekend camping expeditions, and family outings. He has an appreciation for finely–tuned sports cars.
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 three years 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 Executive Assistant integral to the efficiency of our practice.
liz@cgeraci.com
Liz manages the front office and client reception at C. Geraci & Company. Responsible for internal and external communications, Liz serves at the first point of contact for clients and functions as the "go–to" person should you not know who to contact. Liz's past experience working as a U.S. Federal Court Clerk and Lead Legal Assistant attest to her superior level of service and skill as a detail–oriented Executive Assistant.
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. Brian is also a registered representative of New England Securities, Corp.
David provides support services to associates of C. Geraci & Company in all aspects of the corporate qualified retirement planning effort. With over 25 years of experience, David is a Senior Sales Executive for BenefitStreet Inc., a nationally recognized provider of record keeping and third party administrations services to qualified plans.
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. He is currently a Registered Broker–Dealer and Member of American International Group (AIG/American General).
