JD and CTFA
Jody Geyer is the Estate Settlement Officer with First Commonwealth Advisors. She joined First Commonwealth bringing over 10 years of experience as a practicing attorney. Jody enjoys working with clients and helping them to understand and consider the impact and effect of estate planning tools and documents, as well as providing education about the estate settlement process.
She is responsible for the administration of all estates at First Commonwealth where we have been given the responsibility to act as Executor. She also works with insurance trusts and guardianship account relationships. Jody brings her expertise to the team of relationship managers assisting with administration challenges when necessary.
Jody graduated with honors from Mercyhurst College with a Bachelor's degree in International Studies. She received her Juris Doctorate, with honors, from the University of Pittsburgh. Prior to First Commonwealth, Jody was an attorney at John P. Donovan & Associates in Oakmont, PA.