Geoff Koepp
Financial Advisor Planner CRPC

Atlas Planning & Wealth Mgt.

Categories:

Websites:

• http://www.linkedin.com/in/geoffkoepp
• http://www.myatlasplanner.com

I have created a cool planning experience. You have to experiece it to fully understand. Lets catch a coffee and I will share my experience and why working with me will better prepare you to reach financial goals. I am not your usual stiff broker dealer type. I have a lot of fun at what I do and I enjoy seeing people reach their goals. So if you are looking for a different kind of financial experience. Lets visit.

• 
  From Paul Sweum

  Given on Tue May 12, 2009.

  Geoff, your passion in what you do really shines...you did a great job today of letting the conversations this morning...[more]

  Geoff, your passion in what you do really shines...you did a great job today of letting the conversations this morning take their own course. While it's a bit experimental, I think you've dialing into a void that's begging to be filled ~ a forum that embraces conservative views and allows those voices to be heard. I see it as a path of discovery to establish a new direction for the future. Keep the drive alive, and thanks for including my buzzy Indy brain!   [less]
• 
  From Gina DuVall

  Given on Fri Sep 19, 2008.

  Geoff is such a joy to work with. He is a great listener, which I think is key for a...[more]

  Geoff is such a joy to work with. He is a great listener, which I think is key for a financial advisor. I've learned a lot from him and I can say as a woman who manages her own finances and sometimes feels like she has some dumb questions, it is easy to ask Geoff anything. He also has a unique approach to working with his clients that really centers around empowering them to reach their goals.   [less]