Geoffrey began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he worked at JPMorgan Chase, Lakeland Bank, and Prudential Advisors providing holistic wealth management. His experiences have provided him with skills to help individuals and families achieve their financial goals. Geoffrey graduated from the University of Delaware with a Bachelor’s of Science in Finance and went on to receive his Master’s in Business Administration from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Geoffrey lives in Havertown, Pennsylvania with his wife, son and daughter.