Team
Steve is the President of Geneva Partners. He has more than 30 years of experience assisting clients in managing their investment assets, and he specializes in portfolio and risk management. He received a bachelor’s degree in...
Valerie graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in finance, and she has more than 15 years of experience in the financial services industry. Before joining Geneva Partners in 2004, Valerie held...
Dean graduated from the Kelley School of Business at Indiana University with a bachelor's degree in finance with a concentration in investments. From 2015-2016, he worked as an Investment Analyst at a Fortune 50 insurance company...
Scott graduated from the University of Iowa with a double major in accounting and finance, and also holds a license as a Certified Public Accountant (CPA). He is the owner of Farrow & Associates, an accounting firm in Menomonee Falls,...
After serving four years in the U.S. Air Force, Tom graduated in 1976 from Northern Illinois University with a bachelor’s degree in Finance. Following graduation, he purchased a small accounting and tax service, and later became a...
Keith Schwefel
Marketing and Client Relations Associate
Keith graduated from the University of Illinois with a Bachelor’s degree in Communication. Keith joined the Geneva Partners team. In 2017. As an Investment Advisor Representative, Keith works with the investment team and produces...