Geoff A Stalker
Wealth Management Advisor|CLU®, ChFC®, CRPS®
About Geoff
Statement of Purpose
Our mission is to serve our clients. Our hope is to earn our clients' trust by always acting in their best interest. Our value is to offer simple solutions to complex financial problems. Our drive is the pursuit of excellence, seeking personal growth through listening and understanding. Our reward is helping successful people of like values and good character to align action with intention. Our gratitude is for the gifts and talents we have been given by Almighty God.
Certifications and Designations
Geoff Stalker has been a part of the financial services industry with Northwestern Mutual since 1996. He has earned the following registrations and certifications:
- Securities Registrations: Series 6, 63, 66, and 7
- Licensed producer for Life, Health and Variable Contracts
Geoff has earned the following industry designations:
- CLU® - Chartered Life Underwriter - 2008
- The CLU® designation is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
- ChFC® - Chartered Financial Consultant - 2014
- Those who earn the ChFC® designation are prepared to meet the advanced financial planning needs of individuals, professionals and small business owners. Designees have a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
- CRPS - Chartered Retirement Plans Specialist - 2012 Individuals who hold the CRPS designation are knowledgeable in the design, installation, maintenance and administration of retirement plans.
Education
University of Kansas, Bachelors Degree - 1991
Newman University, Masters Degree - 2022
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Associations and Memberships
National Association of Insurance and Financial Advisors (NAIFA)
Geoff Stalker is a member of NAIFA (1996 – Current). Geoff served as the Past President of the local Wichita Chapter (2014 - 2015).
Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional association, and its focus is to help protect your business, help you grow your business and promote ethical business conduct.
Geoff has received the NAIFA National Quality Award (NQA) every year since 1999.
NQA was created in 1944; the NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet the client’s needs.
Million Dollar Round Table (MDRT)
Geoff is a member of the MDRT (2006, 2008 – Current).
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT’s Mission:
To be a valued, member-driven international network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Financial Representative Association (FRA)
Geoff is a FRA Field Delegate.
FRA was organized in 1908; the FRA provides the organized, corporate structure through which financial representatives can help improve the system. FRA provides a consistent, unified voice in representing the issues for the benefit of all concerned. FRA field delegates, committee members and board members are Northwestern Mutual financial representatives who volunteer their time and talent.
Regulatory Review
Geoff and his team encourage that anytime you work with a financial professional, you should review their background. Please review the following links:
The Financial Industry Regulatory Authority (FINRA)
FINRA is the leading non-governmental regulator for all securities firms doing business with the United States public. FINRA oversees about 4,040 firms employing nearly 638,020 registered representatives. The report summary provides an overview of the broker's professional background and conduct.
The Kansas Department of Insurance
Finding a Company or Agent Search website shows what insurance firms the advisor works with.
Personal
Geoff Stalker is happily married to his wife Joanna Stalker. Geoff has two girls and a boy, Lindsey, Lily, and Heston. He and his family have been residents of Andover, KS since 2009.
In his free time Geoff enjoys playing golf and reading. Geoff is very active, as he enjoys outdoor activities and trips to Colorado with his family for hiking and fishing. Geoff and his family also enjoy the trip they take every year to Winfield, KS for the Walnut Valley Bluegrass Festival. He is a member of Kapaun's Men.
Lending a hand in my community.
Geoff Stalker is a faithful member of the Catholic Church and strong believer in supporting the community in which he lives. Geoff clearly demonstrates this involvement by participating in many events and organizations throughout the Andover, KS area. Here are some of the organizations he supports:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
The Society of St. Vincent de Paul
Inspired by Gospel values, the Society of St. Vincent de Paul, a Catholic lay organization, leads women and men to join together to grow spiritually by offering person-to person service to those who are needy and suffering in the tradition of its founder, Blessed Frederic Ozanam, and patron of St. Vincent de Paul (France, 1833). As a reflection of the whole family of God, members, who are known as Vincentians, are drawn from every cultural background, age group, and economic level. Organized locally (at the parish level), Vincentians witness God's love by embracing all works of charity and justice. The Society collaborates with other people of good will in relieving need and addressing its causes, making no distinction in those served because, in them, Vincentians see the face of Christ.
Kapaun's Men
Inspired by Servant of God Father Emil Kapaun, Kapaun's Men unites men in prayer, formation and discussion in order to help us courageously respond to God's universal call to holiness and become better husbands, fathers, leaders and friends.
Rotary Club of Andover, KS
Rotary Club of Andover (RCA) is a group of passionate business and professional members who coordinate our collective experience, career skills and enthusiasm to improve our community through meaningful service projects. To date, RCA has raised thousands of dollars towards matching the Bill and Melinda Gates Foundations $300 million gift to Rotary International to eliminate Polio.
Andover Area Chamber of Commerce
The Andover Area Chamber of Commerce is an organization that is engaged in activities on all levels to improve our community. The Chamber works to create a positive business environment through relationships and activities. As members of the Chamber we are offered the ability to donate our time to events that help build a stronger community.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
