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Geoffrey M. Tomes, CFP®

Vice President, Wealth Advisor

As a founding member of Acorn Advisors Group, Geoff brings over two decades experience to help align clients’ resources with their long-term goals. He earned his designation as a CERTIFIED FINANCIAL PLANNER™ professional as awarded by the Certified Financial Planner Board of Standards, Inc. Before founding Acorn, Geoff began his career at our predecessor firm as an Associate Trader and later became manager of the entire Indiana regional complex. Geoff and his wife Ashley both graduated from the University of Kentucky and have been married for over 20 years. They live in Indianapolis with their three small children, Elysse, Graham, and Milly Kate. He holds the following industry licenses:

  • Series 7 General Securities Representative
  • Series 9 General Securities Sales Supervisor
  • Series 10 General Securities Sales Supervisor             
  • Series 53 Municipal Securities Principal
  • Series 55 Equity Trader
  • Series 66 Uniform Combined State Law Examination
  • Life, Health and Long-Term Care Insurance

“When it comes to financial planning, having the discipline to stay the course is critical to creating successful legacies.”