– Bachelor of Social Work, University of Texas at Austin
– Master of Social Work, Washington University, St. Louis
– Master of Industrial/Organizational Psychology, University of Georgia, Athens
– Management training to Jewish Family and Career Services professionals
– Board of Directors of Jewish Educational Loan Fund
Joined Us In
– Hillel of Georgia
– Management Career Coaching
Born & Raised
“I was born in Montgomery, Alabama but I consider myself a Texan since I’ve lived in Dallas, Texas since I was 5.”
I’ve been married to David Geller since 2008 and have two amazing adult stepchildren and son-in-law. My parents recently moved to Atlanta.
Traveling, spending time with our children, and taking my friends’ young kids to see musicals at the Fox.
– I lived in Mexico for a year in between undergrad and graduate school.
– David and I met through David’s sister who had persisted for months that we meet because neither wanted to meet the other!
“Grant me the courage to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference.”
~The Serenity Prayer
Heidi brings a fresh perspective to her work at JOYN. As a Master of Social Work and Master of Industrial/Organizational Psychology, Heidi sees the world through a different prism than most other professionals at JOYN. As such, she brings a unique set of skills as a Behavioral Wealth Specialist.
“I’m passionate about providing JOYN clients with opportunities to be their best selves, and I’m excited to accomplish that through my role of Behavioral Wealth Specialist. I also really enjoy training JOYN employees on the company’s unique approach to wealth management. As a social worker, I understand how the human factor affects our decision-making process; it’s gratifying to be with a firm that recognizes our humanity and helps clients de-escalate stressful situations. JOYN’s holistic Behavioral Wealth Management™ philosophy, process, and tools really resonate with me – and more importantly, with our clients.”
Heidi is married to JOYN’s CEO and Co-Founder, David Geller. “When I first met David, I was impressed by how deeply he cared for his family, his colleagues and his clients. Seeing and hearing about how JOYN is growing its business makes me even more excited to formally be part of the team.”
When she’s not working, Heidi enjoys traveling with David, taking their dog Rocky for walks, spending time with her family, and puttering in her garden. “I’m no expert, but I do enjoy planting a few tomato plants every year.”
Travel has taken the happy couple and their extended family to some wonderful, exotic destinations, including Africa, and China. Heidi loves learning about new cultures. But as a true Texan, Heidi likes her football games in person. She and David regularly travel to Michigan to cheer on “Big Blue” and to Austin to see the Texas Longhorns.
Though Texas will always hold a special place in her heart, Heidi has put down roots in the couple’s Druid Hills neighborhood – so much that her parents moved from Texas to Atlanta a few years ago.
Previously posted on WealthManagement.com
https://joynadvisors.com/wp-content/uploads/2019/10/Lottery.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-10 12:40:252019-10-10 12:40:25Here's Why Lotto Winners Often End Up Bankrupt
JOYN is honored to announce that it has been selected to…
https://joynadvisors.com/wp-content/uploads/2019/10/austin-texas.jpg387750Jarrett Oakleyhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngJarrett Oakley2019-10-09 15:14:502019-10-09 15:18:10JOYN Selected as Featured Presenter at eMoney Summit 2019
Previously posted on Forbes.
Nearly 80% of Americans have…
https://joynadvisors.com/wp-content/uploads/2019/10/Forbes_American-Dream.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-09 14:45:412019-10-09 14:49:07Is The American Dream Fraying? What We Can Learn From The Finance Industry.
Previously posted on Born2Invest.
According to economists,…
https://joynadvisors.com/wp-content/uploads/2019/10/Born2Invest.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-07 15:40:162019-10-09 14:48:286 Wealth Management Tips for Surviving a Down Market
Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.
There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.