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 is dedicated to helping clients navigate the retirement income maze to live the retirement lifestyle of their dreams.
Geoffrey has been involved in the financial services industry since 1987 as an Investment Adviser and Investment Advisery Representative. His goal has always been to develop lasting relationships with his clients while making things as uncomplicated and straightforward as possible. Geoffrey started his own firm 14 years ago, following the fundamental philosophy of providing personalized service to every client with a key focus on protecting their hard-earned retirement savings.
Geoffrey is a financial professional who can offer investment and insurance products and services. He has a degree in accounting from Arizona State University.
When not at the office, Geoffrey enjoys spending time with family, traveling, playing and listening to music. As time permits, he volunteers and supports several charities and foundations.
Katie Montiel is passionate about serving and helping people and loves hearing her client’s stories.
Katie joined Wealth Management Resources in 2018 and offers complimentary consultations for clients to review their Medicare coverage and researches potential options for them. She also serves as an administrative assistant.
Katie is a financial professional who can offer insurance products and services. She holds a life, accident and health insurance license in Arizona.
Katie and her husband, Joe, live in Casa Grande, Arizona, with their two children. Katie enjoys watching her children and their friends participate in their sports programs, reading, and being with family in her spare time.
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.