Geoff joined the family business straight out of the University of Central Florida in 2011 after graduating with a bachelor’s degree in general business. He supported BAI Financial during his college years, shadowing senior BAI team members both in the field and at the office. Since committing to BAI Financial full time in 2012, Geoff has obtained series 7, 66 and insurance and annuity licenses. Geoff has passion and commitment is helping people with significant life decisions and he is energized for the challenges that each household’s financial situation brings.
He is a huge sports fan, whether playing or watching and applies his strong will to win to his occupation. He resides in Trinity, FL and is very passionate and active in the local community. As a current Trinity Rotarian, Geoff is a frequent volunteer for local non-profits and charities.
Series 7, 66 – Securities registrations held with LPL Financial
Life, Annuities, and Health