Meet Geoff

Geoff is dedicated to providing personalized and holistic financial planning and investment management services for each client’s unique needs. As an Associate Wealth Advisor, he works closely with clients to truly understand their concerns and worries and strives to help them feel confident and secure as they plan for their financial future. His passion for helping others pursue their financial goals makes him a valuable addition to our team.

A graduate of the Grenon School of Business at Assumption University with a Bachelor of Arts in Organizational Communication, he is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Chartered Financial Consultant® designation, which he attained from the American College of Financial Services. He is also a member of the New England Financial Planning Association.

Prior to joining Boston Retirement Group, Geoff worked on the Advanced Planning team at Commonwealth Financial Network in Waltham, MA. In this role, he partnered with dozens of advisors across the country to provide expertly tailored financial planning guidance amongst their diverse groups of clients. Prior to that, he was a Financial Consultant with AXA Advisors.

Geoff grew up in Wethersfield, CT, and lives with his fiancé Nicole in Billerica, MA. Outside of the office, Geoff loves to golf, spend time at north shore beaches and root for Boston sports teams.