Who You'll Have In Your Corner

Tom Polterdorf Jr.

Tom Poltersdorf, CFP®,CEPA

Founder

I started Beyond Your Exit because I saw too many business owners pour everything into building their company… but spend almost no time planning what comes after.

As a financial planner and exit advisor, my job isn’t just about investments or taxes, it’s about helping you design what life looks like after business.

For most owners, stepping away isn’t just a financial decision, it’s personal.

That’s why we help you build a plan that:

Protects what you’ve built
Gives you clarity on your future
And creates freedom to work ON your life, not just IN your business.

Leaving your business should feel like a launchpad. Not a letdown.

GeoWealth

Investment Management Partner

Behind Beyond Your Exit is a small, specialized team built with one goal: helping business owners retire on their terms.

While I handle your personal financial planning and exit strategy, I’ve partnered with GeoWealth to bring investment management expertise and resources typically only available at much larger firms.

GeoWealth assists us with portfolio construction, investment management, and client operations, bringing decades of experience to the table.

Handpicked by us, GeoWealth is an integral part of our growing team and plays a key role in supporting your plan. We’re excited about this partnership and what it allows us to bring to business owners like you.

Their investment team includes:

Jennifer Wing, MBA - Chief Investment Officer

Ms. Wing is the Chief Investment Officer and Head of Investment Solutions at GeoWealth. In this role, she serves as Chair of the Investment Committee and is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise.

In this role, Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations, and sales.

Ms. Wing received her MBA (Masters in Business Administration) from The Wharton School at the University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation.

Rob Gee, CFA® - Senior Portfolio Manager

Mr. Gee is responsible for the firm's internally managed UMAs and models. In this role, he is responsible for asset allocation, developing and implementing Capital Markets Assumptions, and leading the manager selection process to optimize portfolio performance.

Before joining GeoWealth, Rob served as the Head of Investment Research at Freedom Advisors, where he managed the firm's UMA models and played a crucial role in driving investment strategy. Before Freedom Advisors, Rob provided buy-side equity research for AMLP and DTEC ETFs at Alps Inc. and was a research analyst for multi-asset portfolios at Jackson National Life. He also contributed to capital market assumptions and economic outlooks and served as a voting member of the Investment Committee.

Rob received his MBA from the University of Denver with a concentration in Finance and his B.S. in Accounting and Finance from the University of Colorado at Denver. Rob holds the Chartered Financial Analyst® (CFA) designation.