Geoff M. Keller
CPWA®, CIMA®, Registered Representative of M Holdings Securities, Inc.
As an Advisor with The Madison Group, I use my personal and professional experience to partner with prospective and existing clients, providing a unique perspective on wealth planning. I embrace our responsibility to leave great contributions to future generations, and I am honored to assist our clients in achieving their personally meaningful legacies. My focus at The Madison Group is to provide highly specialized solutions to ensure that legacies are secured, and values are inherited for generations to come.
“I firmly believe working in the best interest of the client is paramount to creating a long-lasting, successful relationship. Having the privilege of working at a firm that also shares this same vision is something that is incredibly meaningful to me.”
As Vice President at Oppenheimer Funds, my approach was consultative, supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice. I am excited to bring this particular experience to The Madison Group. I am a Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA), both issued through the Investments and Wealth Institute. I am also a graduate of the University of Colorado Boulder with a Bachelor of Arts in Communications.
As an Advisor I am responsible for:
- Delivering specialized solutions for conscious wealth planning and legacy preservation
- Understanding what drives our clients and making sure the planning we deliver is aligned with their values
- Providing resources and committed service to educate and support our clients
- Establishing connections with advisors and partners to offer beneficial perspective and expertise to them and their clients
As a Colorado native and a University of Colorado Alumna, I am eternally a Buff’s fan. I met my wife Krista at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations such as Spain, Costa Rica, Italy, and Peru. What I find compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all – leaving the world a little better than when we found it is a universal human trait.
If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so I am not that great, but I enjoy playing often. I like to golf on new courses – I have even played in Ireland!
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