Geoff has earned Financial Paraplanner Qualified Professional designation from the College for Financial Planning in March of 2019. He has always been a detail oriented person, which is makes him a perfect fit for the role. He works with our clients to gather their financial information together and organizes it into customized reports for the Advisors.
As a father of three girls, he understands the importance of a good financial plan. Being part of a team, that’s focus is to help individuals and families achieve their financial goals is a privilege.
Geoff is from a rural area in Maryland. The influence of farming his family’s land as a boy will never leave him, whether it is the pride from a good day of work or enjoying the outdoors. He now lives near Annapolis MD with his wife and daughters. During his off hours he enjoys fishing on the Chesapeake Bay or exploring the local trails with his family, including his golden retriever.