Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Geoff is a Principal on the Partner Development team. He has over eight years of experience in the financial services industry.
Geoff began his career at EY in their asset and wealth management practice, before accepting a consulting position with RSM. Most recently, he was an Associate at KeyBanc Capital Markets and Raymond James where he focused on asset and wealth management and technology.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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