May 11, 2026 (MADISON, Wis.) – Lake Ridge Bank has added a new position to its Executive Team, elevating Jordon Geiger from Senior Vice President & Senior Trust Officer to Chief Wealth Management Officer, effective May 5.

 

“One of our bank priorities is to serve as a financial steward for our clients at every stage of life,” says Lake Ridge Bank President Paul Hoffmann. “Bringing a representative from Wealth Management onto the executive team provides a more direct connection between the one-on-one relationships they develop over time and the strategic planning and decision-making that happens at this level.  Jordon is a great fit for this role because he is exceptional at identifying and understanding client needs and having the vision to translate that knowledge into developing tools to best serve those needs.”

 

Geiger has worked as part of Lake Ridge Bank’s Wealth Management team since early 2004, with the exception of a four-year stint in the middle as Director of Investor Relations for a local real estate syndicate. He earned his Master of Business Administration in Marketing from Edgewood College and received his Bachelor of Science in Finance and Real Estate from Colorado State University. He also holds a CTFA in Trust Administration. Geiger was recognized by In Business magazine as part of the 2019 Class of Forty Under 40 young leaders and stellar professionals.

 

“I’m excited to work with this dedicated group of executives to provide input on the bank’s strategic direction,” shares newly named Chief Wealth Management Officer Jordon Geiger. “It has always been very important to me to work with and learn from strong mentors, and I truly admire the leadership within this organization, including now-retired Dan Savage who was part of building this department from the beginning and generously shared his knowledge to help prepare me for this role.”

 

Geiger believes Lake Ridge Bank has become such a successful partner for its clientele because the bank’s size sits in a sweet spot between too small to have the resources or expertise and too big to provide personal attention or form real and long-lasting relationships. “The people and culture of service at our bank makes it easier to become a better advisor and true partner. We are all driven to go beyond a basic transaction in order to create holistic solutions inspired by our commitment to developing a full banking relationship. By adding a Chief Wealth Management Officer, our strategic direction is tied to easing the concerns and pain points we hear about every day working with clients across the span of their lifetimes of building wealth and establishing a financial legacy.”

 

To learn more about Lake Ridge Bank’s Wealth Management services, visit lakeridge.bank and click on Wealth Management in the Personal or Business sections.

 

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