Geoffrey Wharton and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Gregory Katzman, Financial Advisor serving the Schaumburg, IL area - Ameriprise Advisors

Gregory Katzman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory Katzman's website
Geoff Wharton, Financial Advisor serving the Schaumburg, IL area - Ameriprise Advisors

Geoff Wharton

CFP®

Financial Advisor

Visit Geoff Wharton's website

Team

Jennifer Kress

Jennifer Kress

Client Concierge

Roles & Responsibilities

  • My role at Geoffrey Wharton and Associates is continuing to evolve as I work to further build relationships with our clients.
  • In addition to managing the team's calendar, I provide administrative support to Geoff, Greg and Shelley.
  • I am also involved in most aspects of office operations such as technology, marketing, event planning and so much more.
  • Feel free to contact me, by phone or email, to schedule an appointment or with any other requests. I will always look forward to being of assistance in any way that I can!
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Michelle "Shelley" Hoffman

Michelle "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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