Designations and Licenses

Geoff is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor. He also holds a Life, Accident and Health insurance license.

Experience and Education

Geoff works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Geoff was a vice president at Independence Financial Advisors, where he managed and grew several hundred-million-dollar books of business, including both managed money and annuities. Before that, he was an investment operations/servicing advisor at Drouin Wealth Management Group and team lead at Fidelity Investments.

Geoff holds a bachelor’s degree in business administration from Southern New Hampshire University.

Personal Interests

Away from the office, Geoff enjoys bodybuilding and fitness. He is also a huge football lover and Tom Brady fan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.