Filbrandt & Company Team
Geoffrey Dunmore, CFP®, CPWA®
Financial Adviser Geoffrey Dunmore enjoys working with clients to develop a financial road map that can evolve with them and help them navigate major life events.
“Utilizing a holistic approach to a client’s financial life helps ensure that all the pieces are working together to efficiently meet their goals,” he said.
Geoffrey appreciates the technical challenges of his role, but the real joy comes from the relationships that develop with clients. “The nature of our work is very personal which often leads to developing deep relationships with clients and their families over time. It is truly one of the best aspects of my role.”
Geoffrey attended the University of Iowa, where he received a Bachelor of Business Administration degree in Finance. He has earned the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations.