Senior Financial Educator
Industry experience since 2007
  • Series 6 and 66 licenses

Geoff joined Union Bank in 2008. Prior to joining Retirement Plan Services, Geoff worked as an Educator in the College Savings Department with the Illinois and Alabama 529 Plans educating Clients and financial advisors. He is active in community involvement with Big Brothers/Big Sisters and Knights of Columbus.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.