The Team

Geoffrey Wharton and Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Gregory Katzman

Gregory Katzman

Financial Advisor

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Designations

CFP®, CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management

Education

University of Michigan, 1990, B.A. Psychology

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Geoff Wharton

Geoff Wharton

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Western Michigan University, Bachelor of Business Administration, Finance, 1984, Kalamazoo, Michigan
CA Insurance #0I85292 AR License #372130

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Our Staff

Jennifer Kress

Jennifer Kress

Client Concierge

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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!
Michelle "Shelley" Hoffman

Michelle "Shelley" Hoffman

Client Relationship Manager

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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.