Dayna Geisbauer

Financial Services Assistant

"The focus on client service that the SWA culture embodies is present in each one of our team members. I like to continue to learn and grow and have an active part in providing the best possible service experience for our clients."

CAREER SUMMARY:

  • She has been employed over 20 years in the field of Wealth Management/Financial Services.
  • Prior to coming to SWA in 2022, Dayna worked in a Client Services role for a wealth management firm in Maple Grove.
  • She attended Century College in White Bear Lake and Kaplan University online earning her Series 65 and Financial Paraplanner Qualified Professional certifications.
  • Her role at SWA has her assisting Becky and Anita--scheduling and attending client meetings and assisting with follow up, paperwork and miscellaneous client-related tasks.

PERSONAL INTERESTS:

  • Originally from Forest Lake, Dayna now lives on a hobby farm in North Branch with her two young sons.
  • She enjoys spending time outdoors--camping, skiing, hiking, horseback riding and swimming and fishing on the St. Croix River.