Broker Check

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...

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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...

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Terry Cook

Investment Advisor Representative

(309) 852-2186

Terry graduated in 1991 from Monmouth College with a bachelor’s degree in accounting, and from Western Illinois University in 1997 with a master’s degree in College Student Personnel (CSP). He began his career in the financial services...

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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 recommendations...

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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...

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Scott Farrow

Certified Public Accountant

(262) 248-1350

(262) 248-1321

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,...

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Tom Rowe

Investment Advisor Representative

(815) 223-5529

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...

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Karen is a graduate of Winona State University with a bachelor’s degree in Communications and a Business Administration minor. She brings extensive marketing and administrative experience to the firm, having worked in non-profit,...

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Keith Schwefel

Marketing and Client Relations Associate

312-374-3470

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...

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