Geoff works on a local wealth management team at UBS Financial Services, Inc where he began his career at UBS in 2004 as a financial advisor. He earned a B.S. in accountancy from Arizona State University’s W.P. Carey School of Business. He is also a Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®) and studying for an additional philanthropic certification.
Geoff uses his background in accounting and financial planning to help guide the Executive Director in executing WHI's mission as Treasurer.
Geoff and his wife, Jill, have a daughter, Carli. In his free time, he enjoys sports, reading, music and woodworking.