Geoff joined the Sutherland Retirement Group in October 2022 as a Senior Registered Client Associate. He brings more than 15 years of experience in the financial services industry and plays a key role in supporting both clients and advisors by ensuring a seamless, efficient, and responsive service experience.
Prior to joining the team, Geoff served as a Branch Manager at RemoteLink Solutions and as an Operations Manager at Ameriprise Financial, where he developed a strong foundation in client service, operational leadership, and financial account management.
Geoff holds FINRA Series 7 and 66 securities registrations (held with LPL Financial), along with a California Insurance License (License #0G41121; resident state: CA). His broad industry knowledge allows him to provide comprehensive support across all aspects of the client experience—from new account onboarding and asset transfers to money movement, trade execution, and day-to-day account servicing.
Known for his attention to detail and commitment to client care, Geoff takes pride in being a reliable and trusted resource. He works closely with clients to ensure their needs are handled promptly and accurately, helping deliver a high level of service.
Originally from Massachusetts, Geoff began his college career studying Engineering at the University of Miami before transferring to the University of Massachusetts, where he earned a Bachelor of Business Administration in Marketing. After graduation, he relocated to San Diego to pursue new opportunities and enjoy a change of scenery.
Outside of the office, Geoff enjoys staying active through golf and soccer, following college football, and exploring California through travel and camping.