Geoff has been helping clients pursue their financial goals since he joined New England Financial in 1976. His experience has allowed him to develop expertise in many areas including Individual Life and Disability Income Insurance, Estate Conservation Strategies, Business Insurance, Retirement Plans, Employee Benefit Plans, Executive Compensation, and Income and Investment Strategies. He is a member of the National Association of Life Underwriters. He holds the designations of Chartered Life Underwriter (CLU©), Chartered Financial Consultant (ChFC©), Chartered Advisor for Senior Living (CASL©), and Chartered Adviser in Philanthropy (CAP©). Geoff believes that clients need to be aware of all their options when preparing their financial future. Geoff graduated from University of Michigan with an engineering degree.