MaxOut Savings Advisors, LLC

Who We Are

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Our Biographies

TED GEOCA
President/Chief Investment Officer
MaxOut Savings Advisors, LLC

Ted has over twenty years of experience in managing portfolios for both retail and corporate investors.  Special interests include value investing and balance sheet analysis.  Ted acquired his expertise with Oppenheimer & Co.  He is president of MaxOut Savings Advisors, LLC managing retirement investments for individual and corporate accounts.  Ted holds a Bachelor of Science in Mechanical Engineering from Texas A&M University at College Station, Texas.  His favorite activities include running, hunting, and fishing.

DOUG SAAM
Investment Manager
MaxOut Savings Advisors, LLC

Doug has spent almost two decades in the investment business.  He is a partner in a mortgage brokerage company.  He has a Bachelor of Science from Pennsylvania State University.  His hobbies include baseball and running.

KELLAN CALDWELL
Assistant Portfolio Manager
MaxOut Savings Advisors, LLC

Kellan has received a Bachelor of Science in Finance from Trinity University in San Antonio, Texas.  He is currently pursuing an MBA in Finance from the University of St. Thomas in Houston, Texas.  His hobbies include basketball, guitar, and film.