Meet the Team

Tom Polterdorf Jr.

Tom Poltersdorf, CFP®,CEPA

Founder

I started Beyond Your Exit with the sole purpose of helping entrepreneurs prepare for a successful transition from their business. As your financial partner, we will help you create a plan that protects what you've worked so hard for and design your life after business. Our personalized approach will result in you having more clarity on your financial future, the freedom to work ON your business rather than IN your business, and a roadmap to ensure a smooth transition to your next chapter.

GeoWealth

Investment Management Partner

GeoWealth is a partner of our firm and provides investment management services to our clients. They assist us with portfolio construction, investment management, and client operations, and bring decades of experience and expertise to Beyond Your Exit Wealth Management. Handpicked by us, GeoWealth is an integral part of our growing team. We are excited about our relationship and what it will bring to our clients. 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.