Geoffrey Dunmore
Wealth Advisor
CERTIFIED FINANCIAL PLANNER® • Certified Private Wealth Advisor®
BBA in Finance, University of Iowa
“It’s a truly unique relationship we have with our clients that’s built over a long period of time. You get to know people in a deeply personal way when you are discussing their finances, family, goals, and health. That is one of the aspects I appreciate most about my work. Financial plans evolve and that allows us an opportunity to regularly interact with clients about really important things.”
Geoff has over 17 years of experience in the financial services industry. He strives to deliver a high-touch experience and has a passion for deeply understanding each client’s set of circumstances. While he appreciates the technical challenges of his role, the real joy comes from the relationships that develop with clients. Like the rest of the team, Geoff gets great satisfaction from developing personalized solutions that help clients achieve their financial goals.
“CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.”
