#151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer
Geoffrey Schaefer thought he’d work in finance. The Army had other plans.
After serving as a U.S. infantry officer, Geoffrey eventually found his way back to the industry—now as a fee-only fiduciary wealth advisor and partner at an independent firm serving families, retirees, and small business owners.
In this episode, we talk about starting out in a product-driven environment where the tools can be impressive, but the incentives can quietly shape the planning relationship. Geoffrey explains the long-term impact of production culture, why many clients end up with “an investment guy” instead…
The skinny
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