Meet Your Team

For over 14 years, Geoff has been helping his clients achieve their goals through financial and business planning, investment advisory, education planning, income tax planning, and estate or legacy planning.  Over his career he has focused on helping entrepreneurs, families, and military personnel achieve financial security through the vast products available, being a fiduciary and independent advisor.  He believes that the client service model should be “white glove” and client centric.

Geoff earned his Bachelor of Arts in Economics and Criminology and Criminal Justice from the University of Maryland.  He holds the Certified Plan Fiduciary Advisor (CPFA) and his Series 7, 6, 63, 65, and Life & Health licenses.  Prior to operating his own advisory firm, he was recruited to be the Director of Financial Planning for Southern Maryland Insurance.  In addition to his financial advisory practice, he is also the Chief Financial Officer of his generational family business that has been in operation since 1955.

Geoff enjoys spending his time serving in leadership positions in DC Society Sons of the American Revolution, Almas Shriners, and has served as co-chair of the Sweethearts and Patriots Gala to raise money for veteran causes.  In addition to service, he is an avid Maryland “Terp” fan and golfer.  He currently lives in Maryland with his family.

Roslyn is originally from Scotland but has lived in the US for over 30 years. She currently lives in Virginia Beach, VA, where she met her husband over 20 years ago. Roslyn was a Flight Attendant while her husband was a Navy Fighter Pilot flying F/A-18s. She has always had a passion for travel - and her role as a military spouse of many years has afforded her the opportunity to visit and live in many different countries. She is a mom of two very active teenagers, one in high school and one in college.

A dedicated advocate for military families, she spent the last 5 years working in the nonprofit community serving active-duty service members, veterans, and their families by connecting them with much needed resources and actively advocating for them. With a BS in Business Administration focusing on Healthcare, Roslyn was able to build strategic plans with the goal of improving the circumstances and lives of her clients.

Roslyn loves to spend time on or near the ocean, sailing, glamping, is a trivia nut, podcasts and music, and will always root for the Detroit Lions during football season due to her husband’s absolute devotion to them.