Geoff has been helping clients achieve financial security since 2016.  Before that, he served 5 years in the U.S. Army in the Reserve and Active Compontents.  He always has had an interest and passion for finance and planing so transitioning from the military to financial planning was a natual choice.  At the basis of his practice is integrity and professional expertise.  Consistently pursuing further education is a priority for him and his team and he firmly believe his clients deserve nothing less. He is currently in the process of obtaining his CFP(R) and ChFC credentials.

Geoff graduated from Oral Roberts University in 2013 with a Bachelors of Science in Accounting. He holds Life and Health Licenses in multiple states and has a Series 6, and 63.


Degree Major Institution
Bachelors of Science Accounting Oral Roberts University

Geoffrey Thomas Schaefer, CFP®

Financial Advisor


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