Welcome to It's My Future Inc. 



9000 West Chester Street, Suite 100
Milwaukee, WI 53214


(414) 615-4947


(414) 615-4960

Lori Geiss

Lori Geiss

Financial Advisor, Investment Advisor Representative, Financial Services Representative

Domicile State: WI

My clients come first. Period. I pride myself on being a trusted advisor to each one of my clients. I want them to feel confident that together, we've built a plan that will address their needs and the needs of their families. With over 27 years in the financial services business, I am especially proud of the long-lasting relationships I've created.

I've always been drawn to small business and been an entrepreneur at heart. By the time I went to college, I'd already been working for five years in my mother's restaurant, gaining exposure and experience in all facets of the business. Over the years, I've owned and operated a mortgage business, a tax planning firm, a home improvement business and, most recently, a restaurant of my own. I know first-hand, the importance of having trusted professionals to consult and provide guidance. Identifying and connecting with experts in various fields helped me be successful in my business ventures. I take that same mentality, and often those same professionals with whom I've worked for years, and connect my clients to a network of resources that can only come from years of experience. 


Being in the financial industry for over 27 years has allowed me to gain tremendous amount of experience and beome an expertise in specific areas of financial services. One in particular is trusts. I have a great deal of experience working with families and lawyers to create insurance trusts. This process is a highly tedious task to ensure that clients are fully prepared for the unexpected. Many families wait until later to set up a trust however, setting up a trust now can save you and your family from financial difficulties down the road.


For much of my career I have worked with small business owners and affluent clients planning for retirement. While that still remains a focus of my practice, life experience has opened my eyes to another group in need. A few years ago, I lost my father to cancer and recently my brother-in-law. I have lost a number of clients to cancer, too. I stood by them as they dealt with the emotional and financial challenges they faced. Cancer takes a toll on all who it touches. My clients appreciate that I am able to emphasize with their situation and provide the guidance needed to navigate such difficult times. 



Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.



  • Fixed and Variable  Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • Insurance Trusts
  • Cancer Planning
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance 
  • Stocks & Bonds 
  • Managed Accounts
  • Wealth Management Services


  • Licensed to sell Life & Health Insurance in AZ, FL, NV, and WI
  • Registered to offer securities products in AK, AZ, FL, IL, KS, KY, MN, NV, and WI
  • 27 Years in the Financial Services Industry


  • Resident of Racine County
  • Family: Husband- Steve; Children- Louis (23), Jacob & Jacquelyn (13), Samantha (10)
  • Hobbies: Cooking, Basketball,Softball and Spending Time with Family (especially at Packer games)
  • Education: UW- Parkside, Degree in Business
  • Owned 5 Businesses over 28-year span 


  • Rec League Basketball Coach, Fast Pitch Softball Coach


  • Starting a Business
  • Cancer Planning
  • Trusts
  • Estate Planning
  • Changing of Jobs or Careers
  • Applying for Social Security and Medicare
  • Planning for Required Minimum Distributions
  • Retirement and Investing for Retirement
  • Marriage
  • Purchasing a New Home
  • Birth of Children 
  • Beginning to Save for a Child's Education


Phone (414) 615-4947
Fax (414) 615-4960
Mobile Phone (262) 878-4500
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck