Lake Geneva, WI Geneva Parkway North Office

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.

Mark McCurry is a CFP® with 42 years of industry experience, currently serving at Geneva Partners, LLC since 2016. He operates a sole proprietorship focused on insurance sales and service and has served as treasurer of Abingdon United Methodist Church since 1991. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individualized portfolio management to a diverse client base including individuals, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and employs both fundamental and technical analysis in managing portfolios.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Geneva Partners since 2016. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for around 550 clients. The firm serves individual clients, charitable organizations, and retirement plans, using a combination of fundamental and technical analysis to implement discretionary investment strategies.

Scott Farrow is a financial advisor at Geneva Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneva Partners since 2016. Farrow is also the owner of Farrow & Associates, a CPA firm where he provides accounting services. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual investors, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to implement discretionary investment strategies tailored to client needs.

Valerie Lamp is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Geneva Partners since 2010. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients. The firm offers discretionary investment supervisory services and individual portfolio management for a range of clients, including individual investors, charitable organizations, and retirement plans.

Steven Schwefel is a financial advisor at Geneva Partners, LLC with 43 years of industry experience. He has been with Geneva Partners since 2010. Schwefel holds Series 63 and Series 65 licenses. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual, charitable, and retirement plan accounts. The firm provides discretionary investment supervisory services and individual portfolio management, using both fundamental and technical analysis to implement tailored long- and short-term strategies.