FINANCIAL ADVISOR
Geof has over 17 years of experience in the financial services industry. He strives to deliver a high-touch experience and has a passion for deeply understanding each client’s set of circumstances. While he appreciates the technical challenges of his role, the real joy comes from the relationships that develop with clients. Like the rest of the team, Geof gets great satisfaction from developing personalized solutions that help clients achieve their financial goals.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

EXECUTIVE VICE PRESIDENT, WEALTH MANAGER, LICENSED INSURANCE AGENT
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.