After graduating college, Geoff’s first year of professional experience was doing pension administration for a local firm.  Quickly realizing that he wanted more active involvement with clients, he moved into the advisement side of the business following in his father’s footsteps.  Focused on being a steward for the industry, Geoff carries the firm values forward, Caring, Community and Service.  Building his client’s successes one conversation at a time.

Geoff is married to his wife Serena, and they have two children, son Matthew, daughter Candace and one grandchild.

Professional Accomplishments:

• Started career in September of 1996

• Achieved the LUTCF and CLU designation through the American College

• Achieved the LACP designation though NAIFA

Areas of Practice Specialty:

• Financial Planning

• Business Succession Planning

• Life Insurance

• Long Term Care Insurance

• Estate Planning

• Disability Income Insurance

Community Involvement

• Founding Member of the Michael J. McDermid Exemplary Citizenship Fund

• Treasurer & Trustee of the Theodore Roosevelt Inaugural National Historic Site Foundation

• Board Member, WNY Estate Planning Counselors