CPA, Series 7, 31 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston. He is a 2019 recipient of the "Five Star Wealth Manager" award as noted in Texas Monthly magazine.2. Geoff currently resides with his wife Lise, in West University Place, TX, and enjoys volunteering for Rotary, photography, raquetball, golf and traveling in his spare time.
The Lanceley Financial Advisory team is located in our Houston, TX office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2019 FIVE STAR Wealth Managers.