At Wealth Management Resources LLC, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Geoffrey Johnson, IAR, RICP, Registered Fiduciary is the founder and president of Wealth Management Resources, (WMR). For over fourteen years, WMR has provided financial services for hundreds of clients in and throughout Arizona and Southwest.
The company's fundamental philosophy is to provide personalized service with a key focus on protecting the hard-earned retirement savings of our clients.
We are dedicated to helping our clients navigate the retirement income maze to live the retirement lifestyle of their dreams. It is our goal to make your “Work Life Optional.”
As an Investment Adviser since 1987 and Investment Advisory Representative (IAR) , Retirement Income Certified Professional (RICP), the goal is to develop lasting relationships with all our clients while making things simple and less complicated, the way retirement should be lived.
Medicare Solutions Professional
Hello, I’m Lisa Convery, a seasoned Licensed Insurance and Medicare Agent with over a decade of experience in the field. I find immense satisfaction in assisting individuals and families to safeguard their futures.
Navigating the intricacies of Medicare can be challenging, and I take pride in helping our clients discover the most financially and medically sound solutions tailored to their unique needs. My goal is to build lasting relationships with those I serve.
Beyond my professional life, I’m a widow and a dedicated mother of two wonderful children. I also have the joy of being a grandma to two beautiful girls, who light up my world. In my leisure time, you’ll often find me engrossed in a good book or enjoying the great outdoors. I have a passion for art projects, enthusiastically cheer for my favorite sports teams, and cherish moments spent with family and friends. Meeting new people and lending a hand where it’s needed is something that brings me great joy.
I look forward to the opportunity to connect with you and provide valuable insights into the world of insurance and Medicare, all while forging meaningful connections along the way.
Hi I'm Lindsay Unsell, Executive Assistant at Wealth Management Resources. I take immense pride in my journey as a graduate of Arizona State University, with a diverse background that spans both healthcare and customer service. My unwavering commitment is to ensure that our daily operations at Wealth Management Resources revolves around prioritizing our clients' needs and goals.
When I'm not immersed in the professional world, you'll find me embracing the best of two worlds. I'm originally from the beautiful O'ahu, Hawaii, my parents still reside there and I visit them often, but I've called the Arizona desert my home for the past decade. During my precious moments of leisure, you can catch me finding balance and tranquility in a yoga class, getting lost in the pages of a captivating book by the pool, or sharing my adventures with my loyal Australian Shepherd and companion, Benny.
I look forward the opportunity to discover how we can best connect and collaborate with you to ensure you receive the best service.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.