Regional Vice President
Geoff began his financial services career in 2003 with Fidelity Investments, winning multiple President Circle awards over his 14 year tenure. Geoff spent 8 years working as a Sr. Financial Consultant on Fidelity’s largest tax-exempt client, educating groups and individuals within the University of California network. Geoff later relocated to TX to serve as VP of Financial Wellness and Planning, finding solutions to improve benefits and 401k options for organizations. In that role, Geoff was selected multiple times as a speaker for the SHRM gulf coast symposium, one of the larger HR events in the nation. Geoff holds a dual major Bachelors degree from Utah State University in Finance/Economics, with a minor in Spanish. He holds an MBA from the University of California-Davis, in addition to a CFP®. In his free time Geoff is an avid traveler and is also very active in the tennis community, having played D1 tennis in college. He has also spent years volunteering for the Big Brother Big Sister organization and the Lone Star Boxer Dog Rescue.