Broker Check
 Geoffrey Potts

Geoffrey Potts

Client Service Manager

Geoffrey is a Client Service Manager at CFO4Life. He assists advisors and their clients by setting up new accounts and fulfilling a variety of client requests. He strives to provide exceptional customer service.

Geoffrey has been working in the financial services industry since 2000. Prior to joining CFO4Life, he worked for GuideStone Financial Resources and Frost Bank. Geoffrey received his degree from the University of Texas at Arlington.

Geoffrey grew up in Dallas, Texas and currently resides in Grand Prairie. In his free time, Geoffrey enjoys working out, traveling, and spending time with his family.