Geneva Partners, LLC

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He joined Geneva Partners in 2016 after working at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of advising, he operates a CPA firm specializing in tax preparation and accounting services. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored portfolio strategies and continuous account monitoring.

Mark Mccurry is a CFP® professional with 41 years of industry experience, currently serving at Geneva Partners, LLC since 2016. His prior experience includes roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. He is also the treasurer of Abingdon United Methodist Church, a position he has held for over 30 years, and operates a sole proprietorship focused on insurance sales and service. Geneva Partners provides discretionary investment supervisory services and portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with a variety of investment strategies tailored to client objectives, continuously monitoring accounts and serving as fiduciaries for applicable clients.

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 worked at Geneva Partners since 2016, following a one-year tenure at Old Republic International. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis, employing both long- and short-term strategies tailored to clients’ objectives, risk tolerance, and time horizon.

Scott Farrow is a financial advisor with Geneva Partners, LLC in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Geneva Partners since 2016 and previously worked at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Farrow is also the owner of Farrow & Associates, a CPA firm where he serves as an accountant. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored long- and short-term strategies, and it maintains continuous portfolio monitoring and monthly reviews.

Valerie Lamp is a financial advisor at Geneva Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneva Partners since 2010, including a prior role at Sterne Agee Financial Services from 2014 to 2016. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Steven Schwefel is a financial advisor at Geneva Partners, LLC in Lake Geneva, WI, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. prior to joining Geneva Partners in 2010. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis along with long- and short-term purchase strategies, tailoring portfolios to client objectives and risk tolerance.

Keith Schwefel is a financial advisor at Geneva Partners, LLC in Chicago, IL, holding a Series 65 designation with seven years of industry experience. He has been with Geneva Partners since 2017 and previously worked with the Washington DC Chamber of Commerce and Illini Media. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis with a combination of long- and short-term strategies, tailoring portfolios to clients’ objectives and risk tolerance.

Karin Cook is a financial advisor with Geneva Partners, LLC and holds a Series 65 designation. She has no prior experience in the investment industry but has worked at Calvert Tax & Bookkeeping since 1993, which she owns and operates as a public accounting firm offering tax, bookkeeping, and payroll services. Cook is a CPA and dedicates significant time to her accounting and tax practice. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis with tailored investment strategies and monitors accounts continuously.