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 research driven correspondence as well as product research and asset allocation development. Beau's passion within the firm is understanding and communicating the research required to service the conservative investor. Beau also handles all of the business retirement plans and is the go to guy for technical questions in this area. Beau is currently meeting with new and existing clients. Plans are for Beau to assume all compliance and Branch manager responsibilities in the coming year.
Beau holds a Series 7 & 24 Securities Licenses with LPL Financial.
Beau resides in Slidell with his wife Chris, daughters Liza and Rosy, and their two sons Wesley and Jonah. In his free time Beau enjoys spending time with family, golfing, and playing competitive sports.