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Brian G
CFP®, Series 66
Seminole, OK
&PARTNERS
Brian Geist is a CFP® and holds a Series 66 license with 16 years of industry experience. He joined &PARTNERS in 2026 after 17 years with Edward Jones. Outside of his financial advisory work, Geist is a partner and 25% owner of Drip Coffee Co, a retail coffee business in Seminole, OK, and he is involved as a financial partner in a management group set to operate the Jimmie Austin Municipal Golf Course. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of investment strategies, offers both discretionary and non-discretionary account management, and operates under dual registration as a registered investment adviser and broker-dealer.
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