Geoffrey has lived in Arizona for over 40 years. He moved here as a child with his parents from South Dakota. He currently resides in Tempe with his son. His brother, sister, nieces all live close by and are a major part of his life. His 91 year old mother lived close by for many years and sadly passed away in October 2012. He is a proud single dad of teenage son that he has raised on his own since he was a young child.
Geoffrey began his professional career in the financial services industry in 1987 with one of Wall Streets largest firms as an investment broker. Beginning his career in 1987 just 2 months prior to the October market crash he quickly learned the importance of conservative investing and principal preservation.
In addition to working as an investment broker during his career he worked as a consultant and advisor to several investment firms and financial planners throughout Arizona, Nevada and New Mexico. Essentially, as a consultant to the consultants.
He saw firsthand what poor and risky planning can have upon retirement plans and goals. During his career he has worked though the many ups and downs of Wall Street. In hindsight, it cemented his commitment to becoming an Asset Preservation Specialist. Everyone wants to be greeted when you shop at Wal-Mart but no one wants to HAVE to be a greeter. That is his job: To make sure you have a choice!
Geoffrey is passionate about making sure his clients money is safe, earns a competitive rate of return and it is simple and easy to understand. He is very motivated to help you make things simpler and less complicated the way retirement should be lived. He believes everyone should have someone with honesty, integrity, education and committed to preserving ones assets.
He is dedicated to developing lasting relationships with all his clients. We believe in helping you assess your financial goals and participate in the management of your finances.
We’re looking forward to using our expertise to help you pursue your financial goals.
Wealth Management Resources, Inc is a proud member of the Better Business Bureau, NAIFA, Ethical Arizona (www.ethicalaz.com/wealthmanagementresources) and the National Ethics Bureau.