Experience

Esteem Wealth Partners - Northwestern Mutual Private Client Group

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Partner

  • Nov 2016 - Present

  Cincinnati, OH Esteem Wealth Partners is an independent financial planning and investment management firm backed by the extensive resources and elite strength of Northwestern Mutual. Through our comprehensive planning process, we use a unique goals-based approach to develop your financial plan and deliver on our mission. ______________________________________________________________________ Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment… Show more Esteem Wealth Partners is an independent financial planning and investment management firm backed by the extensive resources and elite strength of Northwestern Mutual. Through our comprehensive planning process, we use a unique goals-based approach to develop your financial plan and deliver on our mission. ______________________________________________________________________ Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment Strategies • Insurance Planning Strategies • Retirement Income Planning • Special Needs Planning ______________________________________________________________________ geoff.stevens@nm.com | www.esteemwealthpartners.com | 513.366.3672 Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2013 - Present

• Financial Representative

  • 2012 - 2013



Element SEO

• Operations Manager

  • 2010 - 2012

  • Establish and cultivate strong, professional relationships with clients. • Work closely with development team and contractors to ensure projects are delivered on time. • Serve as the point of contact for clients on contractual matters, acting as the contractual “middleman” between clients and company. • Oversee all search engine marketing (SEM) and search engine optimization (SEO) campaigns. • Involved in all aspects of the business sales cycle & solution support.



Maketewah Country Club

• Assistant Golf Professional

  • 2009 - 2010

  • Led the recruiting, hiring, training, and managing of more than 15 employees. • Managed and was responsible for entire outside golf operations and staff. • Demonstrated leadership skills by directing all aspects of weekly tournament and event operations including: marketing, sponsor management, and guest services. • Created and facilitated lecture series and clinics for all high school golf coaches in southwest Ohio to improve team leadership & coaching abilities. • Organized… Show more • Led the recruiting, hiring, training, and managing of more than 15 employees. • Managed and was responsible for entire outside golf operations and staff. • Demonstrated leadership skills by directing all aspects of weekly tournament and event operations including: marketing, sponsor management, and guest services. • Created and facilitated lecture series and clinics for all high school golf coaches in southwest Ohio to improve team leadership & coaching abilities. • Organized and administered golf clinics, teaching individuals of all ages and abilities. • Competed in professional tournaments and learned how to execute in high pressure situations. Show less