Our advisors

Geoff Wharton

CFP®

Financial Advisor

Learn more about Geoff Wharton Visit Geoff Wharton's website

Gregory Katzman

CFP®, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory Katzman Visit Gregory Katzman's website


Our team

Shelley Hoffman

Shelley Hoffman

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Variable Contracts, Life, Accident and Health Licenses

Roles & Responsibilities

  • In my role at Geoffrey Wharton and Associates, I am responsible for identifying, developing and maintaining client-business relationships.
  • I offer creative solutions for existing clients and ensure client satisfaction.
  • Additionally, I work to design plans and strategies to help our firm meet our sales and revenue goals.
  • I look forward to the opportunity of working with you to create your financial future.
  • Please feel free to contact me if there is anything I can do to be of assistance.
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