Geoff joined Waddell & Reed in 2005. His educational background includes earning his Charter Mutual Fund Counselor™ (CMFC®) designation from the College of Financial Planning and receiving Finance and Marketing degrees from The University of Iowa.
Geoff is experienced in working with families to pursue their unique financial goals and focuses on comprehensive financial planning to develop a customized step-by-step plan. This personalized plan compares a client's current situation to their financial goals and furnishes a road map to follow to pursue those goals.
Outside of work, Geoff's passion is mostly reserved to time with his wife and two children, travel, and the golf course.