Founding Partner,
Private Wealth Advisor
(417) 512-2102
[email protected]With 14 years of experience in wealth management, Geoff became a founding member of NobleVest Private Wealth in 2021, capitalizing on a career that has focused on building meaningful client relationships.
Geoff graduated from Drury University in 2007 and began his career that fall at Morgan Stanley – just on the cusp of Global Financial Crisis. During his first 18 months as an advisor, he helped his clients weather the worst markets in a lifetime. The experience taught him the value of having a focused and specialized practice working with high-net-worth families, corporate retirement plans, and institutions.
Geoff enjoys diving deep with clients on their financial plans, constructing highly targeted and aligned portfolios, and being a reliable source who clients can turn to for help in pursuing the goals for their families. He also enjoys working with 401k plan sponsors on design retirement plans and providing impactful investment education to participants. In serving institutional clients, he enjoys working with committees to build Investment Policy Statements and implementing strategies that serve the needs of organizations for years to come.
Geoff is a Springfield “lifer.” He and his wife, Kayla, share a blended family with three kids—Sebastian, Savannah, and Isabel—who bring them all the joy and purpose in life they could wish for. Geoff loves golf, the lake, and any form of competition.