Partner, Retirement Plans
CFP®, CHFC®, CLU®, CKA®
Geoff leads Triune’s retirement plans department. He likes to show his clients that 401K plans don’t have to be expensive, cumbersome and complicated. And he really likes to prove the difference in-depth knowledge can make when it comes to retirement planning. “Like a doctor, you want a specialist—someone who is doing it day in and day out,” Geoff says.
Geoff’s decades of experience benefits his clients, most often small- to mid-sized businesses, partnerships and professional practices. Geoff looks for open, driven, facts-based, value-minded and collaborative clients. “There are no shortcuts or magic buttons,” Geoff says. “Financial freedom is found by sticking to good behaviors over the long-term.”
He would like to work with more faith-based organizations, churches and other non-profits, “whose teams have forgone personal gain in favor of making a difference in the lives of others.”
Geoff received his Bachelor of Science degree in Economics and Finance from Southern Methodist University in Dallas. Geoff has been married to Stefani since 1996 —“best thing that ever happened to me,” he says—and they have three sons, plus "Piper", a soft-coat Wheaten Terrier. Outside work, Geoff enjoys spending time with his boys outdoors, traveling with Stefani, following Kansas City sports—and craft beer. He and Stefani are passionate about leading small groups and other Bible studies.