Dedicated to your success
Owner & LPL Financial Advisor
Raised in Grand Rapids, he attended Forest Hills Northern High School in 2005 and graduated from Grand Valley State University in 2009.
Geoff is committed to lifelong learning. In addition to being a CERTIFIED FINANCIAL PLANNER™, Geoff earned his MBA from the University of Chicago Booth School of Business. He loves to read (and loves to hear about the books his clients are reading).
Geoff's planning philosophy has been impacted by his love of coaching. He has enjoyed coaching rowing at Grand Valley State University and Forest Hills Central High School, and feels his passion for coaching remains the heart of his financial practice.
Geoff has deeply enjoyed serving on several boards, including the Mayor’s Millennial Advisory Board, the Grand Valley Rowing Alumni Association, and the Grand Rapids Jaycees Foundation.
He currently resides in Grand Rapids with his wife Nichole and their growing family.
LPL Registered Administrative Associate
Julia grew up in the small town of Oxford, Michigan, and decided to settle in Grand Rapids after graduating from Grand Valley State University with a Finance degree.
She has been in the Financial Services industry since 2017.
In addition to her primary role at Academy, Julia is an instructor at CycleBar Grand Rapids, and has served as the Vice Chair for the Advisory Board at Sheldon House, a local non-profit. She is also a founding board member of Grand Rapids Women Who and ambassador for multiple local fitness organizations.
She prioritizes advocating for mental & physical health and is passionate about coaching others in all areas of life!