Robert E. Geis, CPA
“The aspect of our profession that I enjoy most is the relationship I have with my clients and the opportunity to grow with them.” – Bob Geis
Bob applies his expertise in the areas of tax return preparation and tax and estate planning for individual and businesses.
- Montana State Society of CPA’s
- Registered Representative with 1st Global Capital Corp.
Designations and Licensures
- Certified Public Accountant
- Western Montana Estate Planning Council
- Missoula Southside Lions Club - Past Treasurer
- Local Church - Finance Committee
- Masters Degree in Interpersonal Communication, University of Montana - Missoula, MT
- B.S. in Education – Central Michigan University
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Investment advisory services offered through 1st Global Advisors, Inc.