Geoff has been working in the financial services industry for eight years. By applying a specific “fit” process to the advisors he partners with, Geoff implements measurable and predictable practice management strategies, helping his advisors achieve the long-term, sustainable growth they desire. He thrives on collaborating with top industry advisors who are willing to implement Quantum’s best practices, and is committed to his carefully-chosen advisor partners.

“One of the things I’ve noticed is that each advisor’s practice is completely unique, and one of the most successful things we’ve done for them is to create custom 12-month plans delineating their sales processes. These plans help our advisor partners’ practices become scalable so that they can actually grow,” Geoff says. “Different advisors utilize fixed indexed annuities for different purposes. During this time of higher inflation and continued low Treasury yields, some are using them in client portfolios as a bond replacement because they offer protection from bond risk along with more growth potential than bonds may offer. Others find the guaranteed lifetime retirement income a big need for their clientele. We have actually been incorporating FIAs inside of portfolios, which is pretty exciting. I help advisors compare rates, features and benefits to identify the products that might fit best for individual clients.”

Geoff attended Arizona State University, obtaining his bachelor’s degree in business. He went on to receive his master’s degree in organizational leadership from Northern Arizona University. In his spare time, on weeknights you’ll find him cooking and hosting dinner for his three grown children and their friends. Weekends are often spent playing golf at various courses during daylight hours and biking to local gathering spots with his neighbors in the evening.