Geneos Wealth Management, Inc.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

James Wilder is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. He has 11 years of industry experience with prior roles at firms including Equitable Advisors, Kestra Advisory, and Cornerstone Capital Wealth. Wilder operates Autumn Wealth Management LLC, a non-investment related business, and also works as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, combining continuous account monitoring with a variety of analytic approaches and investment strategies tailored to client needs.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Robert Eberhardt III is a financial advisor at Geneos Wealth Management, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Geneos since 2013, alongside roles at Eberhardt Wealth Management LLC and A&I Financial Services, LLC. Outside of his advisory work, he operates Eberhardt Wealth LLC and acts as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, including discretionary trading and model portfolios.

Tony Griepentrog is a financial advisor with Geneos Wealth Management, Inc. in Mesa, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Generational Portfolio Design, LLC, Generational Wealth Planning, The Life Financial Group, and Generational Financial Planning. He is also the owner of Tony Griepentrog Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with options for customized portfolio management and third-party money manager referrals.

Alan Fernandes is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at M&T Bank and People's United Bank. Outside of his advisory role, Fernandes serves as president of the Business Networking International chapter in Tribury and is a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm offers a range of advisory programs utilizing both discretionary and non-discretionary approaches and provides customized and model-based investment solutions.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

Joseph Leal is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Geneos since 2014 and operates Colorado Financial Strategies Group, a DBA business, alongside his advisory role. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a range of investment strategies including fundamental, technical, and tactical asset allocation.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, holding a Series 66 designation with four years of industry experience. He has been associated with Geneos Wealth Management and Nobles Pound Financial Planning throughout his career. In addition to his advisory role, he is a notary public and conducts independent fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through various platforms, employing a combination of fundamental, technical, and cyclical analysis to accommodate both discretionary and non-discretionary accounts.

Angela Rehkop is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Geneos Wealth Management, Inc. and Financial Care Providers. Outside of her advisory role, she is the founder of the nonprofit organization Golf for the Kids and serves as a board member for Warren Epstein and Associates Architects Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.