Surrogate Financial Partner

Jill: I’ve been working with Capital Concepts since 1997. I lost my husband three years ago and Geoff has really stepped in to help with the financial side of things. Because before my husband died, I would have bounced a lot of things off with and you miss that. And so, to have Geoff there, and you feel comfortable with it, the way he deals with it, he’s very kind and very understanding – a great asset for Capital Concepts.

Surrogate Financial Partner

Jill: I’ve been working with Capital Concepts since 1997. I lost my husband three years ago and Geoff has really stepped in to help with the financial side of things. Because before my husband died, I would have bounced a lot of things off with and you miss that. And so, to have Geoff there, and you feel comfortable with it, the way he deals with it, he’s very kind and very understanding – a great asset for Capital Concepts.