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Geri entered the insurance industry in 1989 and has helped advisors find appropriate income protection solutions for their clients since 1996. During her career, Geri has served as the President of Albuquerque and Sante Fe NAIFA chapters and has taught certified continuing education courses throughout the Southwest. As a DI Consultant at Truluma, Geri provides advisors with plan design expertise and helps them educate their clients about the important role income protection plays in a comprehensive financial plan.
Geri loves to travel and likes to laugh everyday because you can’t take life too seriously.
What’s your favorite band/artist?: Tom Jones.
What are you most proud of?: My sense of humor.
Random fact about yourself: I took flying lessons and flew a small plane. To this day I hate to fly on commercial flights, but don’t mind a small aircraft.