As the founder of CharMarLine Wealth Management, Geoff provides clients with nearly two decades of institutional-level expertise in sophisticated portfolio design. He is a Certified Investment Management Analyst® (CIMA®), a credential that reflects his experience and commitment to the highest standards of investment consulting.
The dedication Geoff shows his clients is mirrored in his personal life. He has been married to his wife, Amy, since 2005, and together they are raising their three daughters, Charlotte, Mary, and Caroline. The firm’s name itself is a tribute to them and a reminder of the importance of family and legacy. Outside of the office, Geoff enjoys golfing and running.