Team

Thomas D. Van Geffen moved to Slidell in 1985 where he opened a branch office of a national NYSE firm. Within seven years Tom became a regional leader for the firm, leading 30+ offices in the Gulf Coast Region. In this role, Tom's...

Cory Van Geffen joined the firm in 1998 and has had the title of financial advisor for the past 20 years. Cory’s responsible in guiding the new client from the introduction stage to the investment implementation stage and finally...

Christopher "Beau" Van Geffen joined the firm in 2006. Beau began his career with the firm in research, reviewing all account reviews and asset allocation models for our clients. Beau's responsibilities include the handling all our...

Nick joined the firm in 2013. The firm was fortunate when Nick decided to leave a career at State Farm insurance company to join the firm. As a member of the team at Van Geffen Group Nick is qualified to where many hats. When he is not...

Kim is our Client Service Manager. She has been with Van Geffen Wealth Strategies for the past 30 years. Kim has extensive Executive Administration Assistant and Client Service experience. In addition to ensuring that our new clients...