About
Geoffrey
Geoffrey applies his analytical background and communication skills to help clients navigate their financial lives. His experience coordinating between clients and technical teams has shaped a practical, collaborative approach to understanding complex situations and making them easier to act on.
Geoffrey began his professional career in construction management, where he leveraged his civil engineering degree to serve as a liaison between clients and construction teams. In 2024, he transitioned into wealth management, bringing with him a passion for solving complex problems and communicating technical information in a clear and approachable way.
Outside of work, Geoffrey enjoys playing basketball, traveling, and gathering with friends and family for board and card games. He also volunteers with Habitat for Humanity and enjoys giving back to the community.
Education and Professional Milestones
-University of Michigan - bachelor’s degree
Geoffrey applies his analytical background and communication skills to help clients navigate their financial lives. His experience coordinating between clients and technical teams has shaped a practical, collaborative approach to understanding complex situations and making them easier to act on.
Geoffrey began his professional career in construction management, where he leveraged his civil engineering degree to serve as a liaison between clients and construction teams. In 2024, he transitioned into wealth management, bringing with him a passion for solving complex problems and communicating technical information in a clear and approachable way.
Outside of work, Geoffrey enjoys playing basketball, traveling, and gathering with friends and family for board and card games. He also volunteers with Habitat for Humanity and enjoys giving back to the community.
Education and Professional Milestones
-University of Michigan - bachelor’s degree