Geoff dedicates himself to aligning his clients’ financial resources with their long-term aspirations. He assists clients with comprehensive financial planning and risk-adjusted asset allocation. Additionally, he manages the client portfolio review process. Geoff joined Noyes in 2000, and was an Associate Trader and Branch Manager prior to becoming a Wealth Advisor. He is a graduate of the University of Kentucky, and holds several industry licenses.
“I believe strongly in helping clients create ongoing legacies by defining their life goals, the means to accomplish them, and the discipline to stay the course.”
Please reach out to Geoff with the following:
- Initial consultation
- Discussing changes in current goals and objectives
- Sharing any changes in time horizon, risk tolerance or liquidity needs
- Questions regarding your portfolio structure