Wealth Advisor

Geoff joined our wealth management team in February of 2024. Committed to lifelong learning, he graduated from Oregon State University with a degree in Managerial Economics and is currently pursuing a master's degree in Family Financial Planning through Iowa State University. Geoff believes that financial planning is a fluid process that should adapt with life's ups and downs. Getting to know his clients is a priority for him so that each plan is designed to meet their changing needs. His free time is spent golfing and exploring new places in the ever-growing Rogue Valley with his lovely wife.