About Geoff
Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby became a lifelong passion for continuing education that makes him an resource in many subjects, from traditional taxes and investments to business succession planning and executive compensation negotiations. What Geoff loves most about working at Focus Partners Wealth is the people. Financial advising is a team sport, and it’s not fun to do alone. He enjoys meeting with clients, and having the team to recap the meetings with is a critical component to ensuring each client is cared for to the best of their ability.
Outside of work, Geoff enjoys spending quality time with his wife, Christina, and sons, Calvin and George. Their weekends are mostly spent fishing with the boys, enjoying time at his in-laws’ family farm, and playing pickleball. In addition to spending time with his family, he is also passionate about roasting coffee and writing fiction.
Education and Professional Milestones
-Member of the Focus Partners Wealth Investment Committee and
-Serves on the investment committees for the Tacoma Employees’ Retirement System Pension and the Greater Tacoma Community Foundation
-Member of the professional advisory committee for the Fred Hutch Cancer Center in Seattle
-Spent several years as an Investment analyst for an independent advisory firm based in Tulsa, Oklahoma, before moving to Seattle as an investment consultant at TD Ameritrade
-Recently published his first thriller novel, which he started in 2018 during daily train commutes to Focus Partners’ Seattle office, and has another book in the works
Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby became a lifelong passion for continuing education that makes him an resource in many subjects, from traditional taxes and investments to business succession planning and executive compensation negotiations. What Geoff loves most about working at Focus Partners Wealth is the people. Financial advising is a team sport, and it’s not fun to do alone. He enjoys meeting with clients, and having the team to recap the meetings with is a critical component to ensuring each client is cared for to the best of their ability.
Outside of work, Geoff enjoys spending quality time with his wife, Christina, and sons, Calvin and George. Their weekends are mostly spent fishing with the boys, enjoying time at his in-laws’ family farm, and playing pickleball. In addition to spending time with his family, he is also passionate about roasting coffee and writing fiction.
Education and Professional Milestones
-Member of the Focus Partners Wealth Investment Committee and
-Serves on the investment committees for the Tacoma Employees’ Retirement System Pension and the Greater Tacoma Community Foundation
-Member of the professional advisory committee for the Fred Hutch Cancer Center in Seattle
-Spent several years as an Investment analyst for an independent advisory firm based in Tulsa, Oklahoma, before moving to Seattle as an investment consultant at TD Ameritrade
-Recently published his first thriller novel, which he started in 2018 during daily train commutes to Focus Partners’ Seattle office, and has another book in the works