Team
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 is a Managing Director at Geneva Partners and member of the Investment Committee. She graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in finance and has more than 25 years of experience in...
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 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 is a licensed CPA and the owner of Farrow & Associates, an accounting firm in Menomonee Falls, Wisconsin. The firm is also a member of the National Association of Registered Social Security Analysts, helping clients maximize...
Mark is a Certified Financial Planner (CFP®) with more than 40 years of experience assisting clients in constructing and executing financial, retirement and estate plans. He works with the firm’s clients to ensure that...
After serving four years in the U.S. Air Force, Tom graduated 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 joined the Geneva Partners team in 2017. As an Investment Advisor Representative, Keith works with the investment team and produces financial plans for the firm’s clients. Keith graduated from the University of Illinois...
Karen joined Geneva Partners in 2017 as the Office Manager. She brings extensive marketing and administrative experience to the firm, having worked in non-profit, corporate and retail industries during her career. Karen is a graduate...