Designations and Licenses

Geoff is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary^® and a Behavioral Financial Advisor.

Experience and Education

Geoff provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Geoff served as a financial advisor for The Pinnacle Group. Before that, he held financial services positions with Queen City Financial Advisors and Fidelity Investments.

Geoff has a bachelor’s degree in economics from Capital University and a Master of Business Administration degree from University of Cincinnati.

Personal Interests

Geoff is passionate for Cincinnati-area sports and overall city development. In his free time, he enjoys playing golf and raising his children with his wife Adriana.