Geoffrey Berwind

Geoffrey Berwind is the firm's Director of Client Service. He coaches clients on how to craft the story behind their financial plan and is in charge of shaping the client experience. 

Education

B.A. George Washington University 

My Story  

People have called me the master of reinvention, having done so many times over the years.

My grandparents instilled in me core values of creativity, relationships, optimism and trust. Anchoring my life around these values has served me well.

I have created award-winning tourism programs and been a storytelling consultant to the Kennedy Space Center, major companies, universities, and non-profits nationwide. I have also coached over 10,000 authors, speakers and entrepreneurs to delicately craft the stories they want to tell the world. And I am a sought-after speaker coach who has helped 86 clients land a TEDx talk.

Now, I help Silverlight clients build the stories behind their financial plans. These are purpose-driven narratives that link a client's core values to their most important future financial goals. I also help clients improve their state of wellbeing by actively managing their lifestyle and legacy.