Geoff Thomas Personal CFO
Since entering in financial services in 2003, all aspects of Geoff’s career have been rooted in the ideals of being an active listener that can provide solutions to his client’s needs and objectives. At an early age, he was taught the values of being honest, having integrity, and the benefit of a hard day’s work. These guiding principles are what he feels will be building blocks to success as he pursues his goals in financial advisement at Invst.
“Every Job I have ever worked has revolved around providing a service and helping others. Whether it was my first job at eleven mowing lawns, cleaning clubs at a neighboring golf course as a teen, or as a post graduate, providing corporate finance solutions in a banking environment to many years engaging with financial advisors as a wholesaler. ”
For the past ten years, Geoff worked for investment firms that provided alternative investment products—a job that required him to call on thousands of financial advisors around the Midwest Region of the US. Those visits showed Geoff how widely the quality of the client's experience varied depending on the advisor's approach: While many advisors were committed to doing what's right for their clients, others remained stuck in the traditional cultures that prioritized company profits over people.
With this in mind, he started to speak and review different firm cultures that could provide the best fit for he and his family in Indianapolis. Having known Scott and Branden, he valued their culture, process, and decided to explore options to switch sides of the desk and join their firm.
Geoff and his wife, Anne, and children, Jackson (12), Addison (9), Wyatt (6) live in Noblesville, IN. They enjoy family activities like movie nights, camping, and other outdoor activities like bocce ball and corn-hole. Between Sports, Music, and Dance classes they remain busy as most families are. Geoff and Anne are native Floridians, football enthusiasts, and enjoy cheering on the Florida Gators, South Florida Bulls, and Tampa Bay Buccaneers whenever possible, but have room to cheer for the Indiana based teams as well. Other pursuits include golf and reading.
Geoff is a graduate of the University of Florida with a BA in Business Administration and holds Finra series 7, 66, 63, licenses, as well as, life and health Insurance Licenses.« Back to Team