About Me

Hello, I’m Geoff, a husband, father, financial planner and wealth manager at Intergy Private Wealth in Colorado Springs. I am a CERTIFIED FINANCIAL PLANNER™ and work with clients ranging from mid-career with families to the actively retired. At Intergy, our goal of planning is to balance the heart and values of clients with the math and money.

I started The Steadfast Fiduciary in 2023 for two reasons: First was to share thoughts and insights from life and relate them back to the process of financial planning. The second was to provide an open minded, educated, and informed blog that could answer some of the planning questions I hear day in and day out. Personal finance is personal and what is right for you may not work for someone else.

Some of the themes you may find on this blog include:

      • Simplicity is underrated.
      • Time = Money
      • Values drive decisions, not spreadsheets.
      • Abundance is greater than scarcity.

I believe we should live and plan with an abundant heart, open mind, and boundless generosity.

I hope you enjoy what you read and can take away insight and knowledge that can be used to benefit others.

If you have any questions or comments, feel free to reach out to me here.

You can find some of my other writing on Intergy’s News and Insights Page.

 

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