Geoff has been providing wealth management solutions to high net worth clients since 1986, and with UBS since 2008. He manages the financial affairs of a select group of families and business owners in the Northeast and Florida. Geoff is committed to providing independent, objective advice and guidance. Spending time with clients face to face is a core belief of Geoff's business model. His clients have regularly scheduled meetings and the flexibility to have a need met at a moment's notice. Geoff and his wife have two grown children and two grandchildren.

• Ursinus College, BS (Economics)
• Rutgers University-Newark, MBA (Marketing)

• Series 3 - Futures and Commodities, Series 31 - Futures Managed Funds
• Series 7 - General Securities Representative
• Series 9/10 - General Securities Sales Supervisor
• Series 63 - Uniform State Law, Series 65 - Uniform Investment Advisor
• Life and Health Insurance Licenses

AZ, CA, CO, CT, FL, GA, IL, MD, MI, NC, NJ, NY, PA, SC, TX, VA