Geoff is a creative and passionate financial advisor focused on helping people live their American dream. He enjoys learning about his clients and coaching them on how best to use time-tested strategies to reach their financial objectives. To best serve clients, Geoff works with a team of specialists who share his passion for helping people.
As an Army veteran, Geoff is active with several organizations that support veterans and all members of our community. His free time is spent playing golf, watching movies and sports, going to concerts and traveling.
Geoff has over 12 years experience and a majority of time spent in the following areas: Innovative Financial Strategies, Investment Services, Retirement Strategies, Life, Disability Income, & Long Term Care Insurance, Business Insurance, Buy-Sell Funding, Qualified and Non-Qualified Benefit Plans, Executive Compensation and Benefits, Business Continuation and Exit Strategies
