Team
Steve Schwefel
President
Steve is the President of Geneva Partners. He has more than 35 years of experience assisting clients in managing their investment assets and specializes in portfolio and risk management.
Valerie Lamp
Managing Director
Dean Schwefel, CFA®
Financial Analyst
Dean passed the third and final Chartered Financial Analyst® exam in 2021 and has earned the highly coveted CFA® charter designation. He recommends strategies the firm’s clients can use to achieve their financial goals...
Terry Cook
Investment Advisor Representative
Terry started his career in the financial services industry in 2001 and joined Geneva Partners in 2016. Terry serves as an Investment Advisor Representative, providing the firm’s clients investment-related advice and managing...
Scott Farrow
Certified Public Accountant
Mark McCurry, CFP®
Certified Financial Planner
Keith Schwefel
Marketing and Client Relations Associate
Karen O'Hagan
Office Manager