The opportunity to meaningfully impact the lives of others as an advisor, especially at a people-first firm like Merriman, is incredibly rewarding and intellectually challenging. Continued education is essential in maintaining this effectiveness as each family’s personal CFO, and more importantly, trusted advisor.
Wealth Advisor, CPA/ABV, CFA, CFP®
Geoff is a CERTIFIED FINANCIAL PLANNER™ professional, CFA charterholder (Chartered Financial Analyst®), Accredited in Business Valuation (ABV), and a Certified Public Accountant in the state of Washington. Originally from Kansas City, he received his Bachelor of Science from the University of Tulsa with a major in finance and minor in accounting.
Geoff focuses his practice on working with families as they transition through various phases in life and helping them manage the financial impacts of those changes. In addition to providing comprehensive wealth management and retirement planning, Geoff’s specialties include tax planning and financial analysis. To stay up to date on current trends and best practices, he spends more than 100 hours a year on continuing education, primarily on tax and legal topics.
In addition to advising clients, Geoff regularly contributes articles to our blog and records financial education videos shared on our YouTube and social media pages. He has also written the books “Making Working Optional: Steps to Financial Success”, “Merriman’s Guide to Reducing Your Tax Bill”, “Merriman’s Guide to Social Security and Medicare”, and “First Time Homebuyer’s Guide” to help clients and their families navigate important financial decisions and achieve the goals most important to them.
Before joining Merriman, he was an Investment Consultant at TD Ameritrade. Prior to moving to Seattle, Geoff spent several years as an Investment Analyst for an independent advisory firm based in Tulsa, Oklahoma. Geoff also has previous experience working in private equity and pension consulting.
Geoff is a member of the investment committees for the Tacoma Employees’ Retirement System pension and the Greater Tacoma Community Foundation where he helps oversee and steer the investment for over $1.7 billion and $100 million, respectively.
When not working, writing, or continuing his studies, Geoff spends his time in the great outdoors hiking and kayaking with his wife Christina and their dog Archie.
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An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.read more
Have you ever returned home to find that your house was broken into? This article shares a first-hand experience about steps to take if you discover a break-in and ways to improve your home security and insurance coverage.read more
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.