Signature Resources Capital Management

Gary L. Kaltenbach, CLU ChFC

Mr. Kaltenbach brings over 40 years of experience in the wealth management arena. From growing two Independent Registered Investment Advisories to creating and driving Signature Resources Insurance and Financial Services, a firm that has been the nationwide leader for John Hancock for over 20 years.

Gary has worked with a broad range of individuals in the areas of Advanced Life underwriting, Advanced Estate Planning, Charitable Planning, Planned Giving, Fee Based Asset Management, Deferred Compensation, Fee Based Benefit Design, Pension Design, Retirement Planning and Succession Planning. Gary holds the designations CLU and ChFC.

Gary is a graduate of University of Pittsburgh. Before his career in the wealth management industry, Gary played football for the University of Pittsburgh and then the Minnesota Vikings. Gary is actively involved in the charitable community and supports such organizations as The American Cancer Society, March of Dimes and the Pancreatic Cancer Action Network.

Gregory L. Kaltenbach

Mr. Kaltenbach brings over 16 years of experience in the wealth management arena. Greg started his career as an independent producer for Signature Resources Insurance and Financial Services focusing his practice almost exclusively in the areas of Estate Planning and Investment Management. He has been instrumental in the growth and development of Signature Resources Insurance and Financial Services. Greg is a partner in Signature Resources Capital Management and is a member of the Investment Committee.

Greg is a graduate of the University of Southern California with a degree in Political Science. He is actively involved in and supports the American Cancer Society and the Pancreatic Cancer Action Network.

Geoffrey Kaltenbach

Geoff brings over 17 years of experience in the wealth management arena. He began his career as an independent producer focusing in the areas of Long Term Care and pension income alternatives. In the following years, he turned his focus towards building Signature Resources Insurance and Financial Services’ corporate clientele in its compensation design and deferred compensation planning area. Geoff has been instrumental in the strategic growth of Signature Resources Insurance and Financial Services through the recruitment, education and development of its advisers and the design and management of all advisor focused resources within the firm.

Today, his practice focuses on addressing the wealth accumulation goals of successful business owners and non profit institutions. Geoff and his brother, Greg, are the Managing Partners for Signature Resources Insurance and Financial Services, Inc.

Geoff is a graduate of the University of Southern California with a degree in English. He is actively involved in and supports the American Cancer Society, The Triplet Connection and the Pancreatic Cancer Action Network.

Morgan R. Christen, CFA, CFP, MBA

Morgan Christen is the Chief Investment Officer for Signature Resources Capital Management. In this role, he supports customized portfolio solutions for the high-net worth clients of Signature Resources Capital Management. He has 16 years of experience in the Financial Planning Industry. He holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University. In addition, he holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and served as a board member for the CFA Society of Orange County.

Prior to joining Signature Resources, he served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach. Additionally he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms' 30 representatives.

	Catie Reilly
	Catie recently graduated from the University of California, Irvine with a Bachelor’s degree in Sociology. She worked at Signature Resources for over a year as an Administrative Assistant and has recently joined Signature Resources Capital Management, LLC as a Portfolio Administrator. She also recently earned her Series 7 securities license.

Signature Resources Capital Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission and is notice filed in various states. Signature Resources Capital Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Signature Resources Capital Management, LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.