Meet Geoff

Geoff Luchetta

Holistic Financial Adviser

Geoff is experienced in working with business owners to create business continuation, succession, retirement and overall planning. Having been a business owner for over two decades, Geoff understands the many challenges facing business owners, and the struggles that can impact them.

Geoff's financial practice focuses on aligning his clients' core values, belief systems, propensity for risk, investment objectives and overall risk management needs within a Personal Financial Strategy. Geoff extends to his clients and their families, the values of integrity, honesty and commitment.

Kim Luchetta

Executive Assistant

Kimberly grew up in the suburbs of Chicago. While attending high school, she earned the Ethel Allen Outstanding Business Student Award and the Executive Women International Outstanding Student of Business Award. Kimberly went on to graduate from Elmhurst College with a Bachelor of Science degree.

Following her graduation, Kimberly held various roles in business. She was an assistant to both the National Sales Manager and the International Sales Manager for a statuary company at the same time. Because of her expertise she was asked to move into a position under the Chief Financial Officer. Kimberly moved on to working for a major insurance company in their commissions unit.

In 2000, Kimberly moved to Colorado where she worked for a veterinarian association as their payroll administrator and inventory control manager. She also was instrumental in the software testing of the new association management system. Kimberly starting working for Geoff in 2008.

Kimberly is married to Geoff and has two children. She is an active volunteer at their children’s school, mainly by heading up the MathFacts program. Kimberly enjoys camping, ATVing, fishing, and spending time with her family.