Meet our Team
Charlotte Geletka
Owner, Silver Penny Financial Planning
CFP®, CRPC®
Charlotte Geletka is a Certified Financial Planner™.
As an investment advisor she is dedicated to helping clients simplify their financial lives.
A Summa Cum Laude graduate of NC State University, Charlotte is a lifelong Wolfpack fan—Go Pack! She is also deeply committed to her community and regularly provides financial literacy education throughout the Atlanta area. Charlotte is the proud co-author, alongside her son Andrew, of Battery the Bulldog and the Funny Money Tree, a children’s book designed to introduce young readers to the fundamentals of financial literacy in a fun and engaging way.
Charlotte lives in Atlanta with her sons and their adorable French bulldog, Coco.
Outside of the office, she is a tennis player, occasional yogi, and an avid traveler.
Roza Grigoryeva
Financial Planner
Roza joined Silver Penny in 2018, specializing in the development, implementation, and review of tailored financial plans. With over a decade of industry experience, including a background in sales coaching and supervision, she is recognized for her approachable demeanor and her commitment to delivering an exceptional client experience.
A first-generation immigrant from Kazakhstan and one of ten siblings, Roza moved from Central New York to Atlanta in 2017. She holds her Series 7, 65, and 63 registrations through LPL Financial.
Outside of work, Roza is an avid traveler who enjoys road trips, hiking, and spending time at the beach with her family.
Morgan Griffith
Client Relalationship Manager
Morgan joined the Silver Penny team in March of 2021, after moving to Atlanta from her hometown of Charleston, West Virginia. She graduated from Marshall University in 2019 with a Bachelor of Business Administration in Management, as well as a minor in Journalism & Mass Communications.
Morgan brings extensive experience in customer relations, office administration, and banking to Silver Penny. Morgan provides comprehensive account support services including client communication, account processing, and account distributions.
Morgan is passionate about all things sports and is a die-hard Cleveland Browns fan. While at Marshall, she had the opportunity of covering and reporting sports for the school newspaper – The Parthenon. In her free time, she enjoys attending Atlanta sporting events and exploring the city.
Claire Kurtz
Chief of Staff
Claire serves as the chief air traffic controller at Silver Penny, where she enjoys being part of a team dedicated to empowering clients to achieve their goals. She is also passionate about helping Silver Penny be an active and engaged member of the Morningside community.
Stop by the Little Library in front of Silver Penny - one of her favorite things about our office - to check out the book selection and grab a bookmark!
Claire has a background in supporting a variety of business owners through operations management, organization, and implementing growth strategy.
She began her career as a paralegal and litigation assistant. She holds an AB in Anthropology from the University of Georgia as well as a Personal Assistant Certification from the Starkey International Institute.
She lives in Atlanta with her husband, Benji, and their three crazy cats. She is a bookworm, traveler, and animal lover.
