Geri Mooney

Geri oversees the internal operations of all departments. She is also responsible for all scheduling, correspondence, special projects, and client contact on behalf of Robert Iola.

As the first person our clients usually see when coming to the office or speak to when calling, Geri has built lasting relationships with the people who rely on our group to help them manage their wealth.

Geri brings a wealth of sales and business management expertise to her role as Director of Operations. Her 33 years of experience, both in front of the public and behind the scenes in a variety of businesses, makes her uniquely suited to the changing demands of IFG Wealth Strategies.

Geri earned her BS degree from the University of Bridgeport.