Gary Geiger, CLU®, AIF®
Senior Advisor
Gary has more than 30 years of experience in the investment and insurance industries. He has worked with both businesses and individuals in helping to implement qualified retirement plans, business succession strategies, investment programs, and estate plans. Gary also serves as the Director of the Retirement Plan Solutions Team at SJS.
Gary holds both the Chartered Life Underwriter (CLU®) and Accredited Investment Fiduciary (AIF®) designations, and also earned a Bachelor of Science degree in Business Administration from The Ohio State University, where he majored in Finance.
Gary was born and raised in Toledo, and is active in his home-town community serving on the boards of several local organizations, including on the Foundation Youth Services Committee of the Rotary Club of Toledo and Devils Lake Yacht Club. He also is an active Board Member of the Greater Toledo Classic in Sylvania, Ohio and sits on the Executive Committee and serves as chairman of the Jamie Farr Scholarship Committee. His job at SJS opens him up to such a wide variety of interesting people, and to him that is the best part.
When he is not in the office, meeting with clients, or working in the community, you can find Gary doing the things he loves: exercising, gardening, enjoying all things cars, and spending time with his family.
2025 closed out with global stock markets delivering another remarkable year, capping one of the strongest three-year stretches in stock market history. The April correction now feels like a distant memory as tariff shocks came and went.
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
As we excitedly look forward to the year ahead, we remain deeply committed to empowering you to build a better life and providing the peace of mind you deserve.
Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.
This fall, we had the pleasure of working with Isaac Saffold, an intern from Georgetown University. Isaac joined us through a meaningful connection — he was referred by the Georgetown football coach, as SJS Senior Advisor Andrew Schaetzke also played on the team. It’s a great example of how strong relationships open doors and create opportunities.
As you look ahead to 2026, it’s easy to feel overwhelmed by all the new financial and tax updates. To make things simpler, we want to highlight the key numbers to keep on your radar this year.
Gold has delivered eye-catching gains in recent years, surging past $4,000 per ounce this year and headlining financial media with talk of safe havens, inflation fears, and geopolitical uncertainty. This performance has increased investor enthusiasm, but history and research suggest caution.
At SJS Investment Services, we believe the client experience is about more than numbers on a page. Our mission is to empower you to build better lives. Recently, our internal SJS Book Club explored The Power of Moments by Chip and Dan Heath, a book that examines why certain experiences stand out — and how we can intentionally create more of them for our clients, colleagues, and communities.
Our purpose at SJS is to empower you to build a better life. What a better life–a good life–means varies from person-to-person. While our focus is on finances and investments, our purpose extends far beyond money.
To more deeply understand what a better life entails, the SJS Book Club recently read The Good Life: Lessons from the World's Longest Scientific Study of Happiness by Robert Waldinger and Marc Schulz.
SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]