Geoff serves as Relationship Manager at Orgel Wealth Management and has over 14 years of experience assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning. Geoff earned his Bachelor of Business Administration degrees in economics and finance from the University of Wisconsin – Eau Claire. Geoff holds a CERTIFIED FINANCIAL PLANNER™ certification. While attending the University of Wisconsin – Eau Claire, Geoff was a four-time letter recipient and two-time captain for the Blugolds men’s basketball team.