Geoff Christy

  • AIF®
  • MBA

Director of Institutional / Senior Lead Advisor

Geoff Christy

Geoff Christy

  • AIF®
  • MBA

Director of Institutional / Senior Lead Advisor

My Background

Professional

Geoff is the Director of Institutional/Senior Lead Advisor at Foster Group. Geoff’s primary responsibilities include managing Institutional client relationships and directing the firm’s retirement business development strategies. Before joining Foster Group in 2021, Geoff spent twenty-six years in a variety of retirement distribution roles, including business development, relationship management, employee education, and leadership. His extensive experience working with 401k, 403b, defined benefit, and other employer-sponsored retirement plan clients, as an individual contributor as well as a leader, is an asset to our Institutional clients.

Personal

I place a high priority on the value of relationships. I believe having meaningful connections with people is at the core of helping to achieve personal and professional success. I accepted a position at Foster Group because of the contagiously positive culture and the deep commitment they had to help ensure their clients are Truly Cared For. With our fiduciary commitment, we are able to openly and honestly serve the best interests of our clients in all that we do. Foster Group, as an organization, places a high priority on family and community engagement, which aligns perfectly with my personal priorities as well.

My wife and I have three children who have provided us with a lifetime of opportunities to be engaged with them, our extended family, and our community in many different and meaningful ways.

Education & Credentials

B.A. Communication Studies & Business Management, Simpson College (Indianola, IA)

M.B.A. Marketing emphasis, Drake University (Des Moines, IA)

Read more from Geoff Christy

Investments Company Retirement Plans

Retirement Planning: Understanding Your Options

Matt Moklestad

Matt Moklestad, CFP, CIMA, AIF, MBA

03/12/23

Company Retirement Plans

When Was the Last Time You Reviewed Your 401(k) Plan?

Geoff Christy

Geoff Christy, AIF, MBA

10/07/22

Investments Company Retirement Plans

Webinar: 401(k) Plan Fiduciary Considerations

Geoff Christy

Geoff Christy, AIF, MBA

09/20/22

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Let’s talk.

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