About Geoff
Geoff’s early interest in finance, sparked in childhood, evolved into a lifelong goal of understanding investments, financial strategy, and business management. Over time, his initial curiosity transformed into a steadfast dedication to continuous learning, establishing him as a trusted resource on a wide range of topics—from traditional taxes and investments to business succession planning, compensation negotiations, estate planning, and complex gift planning for both charities and individuals.
Geoff joined Focus Partners Wealth in 2025 through a merger with Merriman Wealth Management, where he had worked for more than nine years. Geoff has more than 14 years of experience advising on financial matters, including in investment analyst and investment consultant roles.
When he’s not focused on financial matters, Geoff values time with his wife, Christina, and their sons, Calvin and George. Weekends are often filled with fishing trips with the boys, visits to his in-laws’ family farm, and games of pickleball. In addition to spending time with family, Geoff enjoys roasting coffee and writing about financial planning topics, as well as fiction. He recently published his second fiction book and is already hard at work on the next, drafting it during his train commute to the Seattle office.
Geoff’s early interest in finance, sparked in childhood, evolved into a lifelong goal of understanding investments, financial strategy, and business management. Over time, his initial curiosity transformed into a steadfast dedication to continuous learning, establishing him as a trusted resource on a wide range of topics—from traditional taxes and investments to business succession planning, compensation negotiations, estate planning, and complex gift planning for both charities and individuals.
Geoff joined Focus Partners Wealth in 2025 through a merger with Merriman Wealth Management, where he had worked for more than nine years. Geoff has more than 14 years of experience advising on financial matters, including in investment analyst and investment consultant roles.
When he’s not focused on financial matters, Geoff values time with his wife, Christina, and their sons, Calvin and George. Weekends are often filled with fishing trips with the boys, visits to his in-laws’ family farm, and games of pickleball. In addition to spending time with family, Geoff enjoys roasting coffee and writing about financial planning topics, as well as fiction. He recently published his second fiction book and is already hard at work on the next, drafting it during his train commute to the Seattle office.