GEOFFREY F. BOYER, CFP®

Geoffrey F. Boyer is President of Boyer Financial Group, an independent financial services group established in 1983 in Allentown, Pennsylvania. Mr. Boyer holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. His 25 plus years of financial services experience spans the fields of financial planning, investments, insurance and banking. Mr. Boyer is a Registered Representative of Walnut Street Securities, Inc. and an Investment Advisor Representative of PFG Financial Advisors, a Registered Investment Advisor.

He is a founding director of Embassy Bank for the Lehigh Valley, a highly successful financial institution. As a founder, Past President, and former Chairman of the Lehigh Valley Chapter of the International Association for Financial Planning, Mr. Boyer was instrumental in establishing the first financial planning professional organization in the Lehigh Valley. He is currently a member of the Financial Planners Association.

As a CERTIFIED FINANCIAL PLANNER™ certificant, Mr. Boyer is a licensee of the Certified Financial Planners Board of Standards,  a member of  the Estate Planning Council of the Lehigh Valley and the Greater Lehigh Valley Chamber of Commerce. He has served in many capacities of the Small Business Council and on the Board of Governors of the Chamber.

Mr. Boyer is a 1991 graduate of Leadership Lehigh Valley and served on its Board of Directors from 1993 through 2001, ending his service as President. He is also certified as a Master Gardener by Penn State University. Mr. Boyer is a native of Boyertown and is a graduate of Bates College.


CAROLINE WIEAND

Caroline Wieand is the office Executive Assistant. Caroline has nine years of financial administrative experience working as a Client Service Specialist with both Northwestern Mutual Financial Network and Legg Mason Wood Walker.  Caroline completed her Bachelor of Arts at Moravian College in 2000 and currently holds her Life, Accident, and Health Insurance license in the state of Pennsylvania.

 THERESA TURK

Terry is our Client Service Manager and started with the company in September of 2009.  Terry has 20 years of client service experience as well as 15 years of financial and mortgage banking experience.  In addition to her mortgage banking experience, Terry has worked in the insurance and real estate sales industries and holds Pennsylvania licensure in both areas.  Terry is looking forward to obtaining her Paraplanner designation and working closely with our clients at Boyer Financial Group.

NICHOLAS MCKEE, CFP®