We work
For You
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®
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.
Lisa Convery
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.
Lindsay Unsell
Executive Assistant
Hi, I’m Lindsay Unsell, Executive Assistant at Wealth Management Resources. My priority is to help ensure our daily operations run smoothly while keeping our clients’ needs and goals at the center of everything we do. I take pride in providing thoughtful, attentive service and creating an experience where our clients feel supported and well cared for.
Originally from O‘ahu, Hawaii, I’m a graduate of Arizona State University and have called the Arizona desert home for the past 12 years. Outside of the office, you’ll find me teaching or taking a yoga class, reading a good book by the pool, or spending time with my Australian Shepherd, Benny.
I’m proud to be part of the Wealth Management Resources team and look forward to helping provide the exceptional level of service our clients deserve.
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching. AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026.
AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Family Focus Financial Group is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
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.