Signature Resources has positioned itself uniquely among its peer group. Through its expansive team of outside experts and strategic alliances, Signature Resources helps provide financial, estate, business and investment planning strategies by providing a wide range of financial products and services from a wide array of Insurance Companies, Fee Based Investment Managers, Mutual Funds and Private Asset Managers.

 

Geoffrey L. Kaltenbach
Managing Partner, Signature Resources

CA Insurance License #0B069006

Mr. Kaltenbach has over 20 years of experience in the wealth management industry. He and his brother Gregory, share responsibility in overseeing the operations and growth of Signature Resources. 

Mr. Kaltenbach has worked with a broad range of clientele, from affluent individuals and families, charitable organizations, corporations, business entities, banks, as well as professional athletes and entertainers.

He has over 20 years of experience in dealing with high net worth clientele and businesses in the areas of Charitable Planning, Planned Giving, Fee Based Compensation Design, Deferred Compensation, Business Succession Planning, Fee Based Asset Management and Advanced Life Underwriting.

Mr. Kaltenbach is a graduate of the University of Southern California.  He is actively involved in the charitable community and works with organizations such as The Pancreatic Cancer Action Network and Share Our Selves. He has served on the board of Parents Against Cancer, an organization that helps inner city families cope with pediatric cancer.

 

Gregory L. Kaltenbach
Managing Partner, Signature Resources

CA Insurance License #0B62181

Mr. Kaltenbach has over 20 years of experience in the wealth management industry. He and his brother Geoffrey share responsibility in overseeing the operations and growth of Signature Resources. 

Mr. Kaltenbach has spent his career in the area of Estate Planning and Investment Management and has worked with a broad range of affluent clientele, including individuals and families,  banks, trust companies, charitable organizations, as well as corporations, business entities, professional athletes and entertainers.

He has over 20 years of experience in dealing with high net worth clientele and businesses in the areas of Advanced Estate Planning, Advanced Life Underwriting, Planned Giving, Charitable Planning, Succession Planning, Fee Based Asset Management and Advanced Underwriting

Mr. Kaltenbach is a graduate of the University of Southern California.  He is actively involved in and supports such charitable organizations as the American Cancer Society and the Pancreatic Cancer Action Network.

 

Keith Baumgarn, CLU, ChFC, FLMI
Director of Advanced Markets

CA Insurance License #0G01527

Mr. Baumgarn joined Signature Resources in 2012 as Director of Advanced Markets. He has over thirty years of experience in pension and qualified plans, of which twenty were served in executive capacities at major life insurance companies.

Mr. Baumgarn is a nationally recognized speaker on EGTRRA, the Pension Protection Act and on qualified retirement plans and how to effectively incorporate life insurance inside of them. He has earned the designations of QPA (ASPPA), CLU and FLMI and is an approved course provider and instructor for EA and CPA CPE, life agent CE, attorney CLE, and CFP workshops. He has also authored retirement planning articles in national magazines.

When he’s not reading the IRS code (his favorite recreational reading), Keith enjoys following baseball and football. He is a devoted Chicago Bears fan.

 

 

Christopher Whalen 

CA Insurance License #0F27157
 

Mr. Whalen was part of the Arizona acquisition in 2000, and has been part of the John Hancock Financial Network since 1999.  He graduated from Arizona State, where he played tennis before starting his career in the financial services industry.  Additionally, he played on the ATP tour and competed in such top events as Wimbledon.

Mr. Whalen has been a member of the Million Dollar Table (MDRT) for the past six years in a row and is also a Court of the Table qualifier - one of the top honors in the financial services industry.  Mr. Whalen has also been a member of the Independent RIA, Signature Resources Capital Management, since 2007.

Mr. Whalen focuses on the Advanced Market Arena, serving on the firm’s Estate Planning, Business Planning and Charitable Gifting teams.