Geoff has over 25 years of qualified plan experience. He has a Business and Marketing degree from Hawaii Pacific University, Honolulu, HI, and was honorably discharged from the United States Air Force. He holds his Series 6, 63 and 65 and is a Registered Investment Advisor with Qualified Plan Advisors and received the designation of PLANSPONSOR Retirement Professional (PRP), Accredited Investment Fiduciary (AIF), and Professional Plan Consultant (PPC).

In addition to the core client service team, our process and structure provides for the integration of persons with specific skill sets as needed to provide scalability – either based on client size or complexity.

Locations Served