Geoff Wells, CFP®

Financial Advisor

Geoff Wells joined BPC Advisors, LLC in January 2018. Geoff has worked in corporate and personal finance for over 10 years and specializes in comprehensive retirement and tax planning.  

Prior to BPC, Geoff and Doug worked together at the same investment advisory firm that has more than $500 million under management. Geoff lives in Liverpool, NY with his wife and two young daughters.  In his spare time, he enjoys competitive swimming, golf and skiing.

Education:

University at Buffalo - BS in Aerospace Engineering

Indiana University - MBA and MS in Finance

CERTIFIED FINANCIAL PLANNERTM certificant