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Geoff Wells, CFP®

Geoff Wells.jpg


"I started my career in the aerospace industry working as a Blackhawk/Seahawk flight test engineer and then later transitioning into a corporate finance role.  While I enjoyed the experience (I was able to fly in the back of helicopters!), I really wanted to directly help individuals and families meet their personal financial goals.


In 2012, my wife and I moved back to the Syracuse area and I had the opportunity to pursue my dream career as an advisor.  The reward of working with all of our clients has been more than I ever could have imagined.  I feel extremely fortunate and grateful to have a career I love."

Outside of work:

Geoff lives in Liverpool with his wife Amanda and two girls, Norah and Ava. Outside the office, Geoff is an active member of the community on the boards of the Greater Syracuse YMCA and Niagara District Masters Swimming.  

Fun fact:

In 2019, Geoff won a gold medal (50-meter breaststroke) at the World Masters Swimming Championships in Gwangju, South Korea. 

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