Independent financial advisor, I work with my clients to set goals, complete a holistic plan and put them on the right path to achieve their goals through our planning process.
We provide financial guidance that enables our clients to achieve their lifetime goals, desires, and aspirations. In doing this we build peace of mind. Our clients know that our family takes our fiduciary responsibility to them and their assets to heart. We build confidence in our clients by showing them that both they and their loved ones are taken care of throughout their lifetimes and into their legacies.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliated with Kestra IS or Kestra AS.
General Information |
| Number of Years with Current Firm: | 8 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Firm Information |
| Advisor's Number of Clients: | 300 |
| Advisor's Number of Managed Clients: | 250 |
| Advisor's Number of Planning Clients: | 250 |
| Assets Managed by Advisor: | $40,000,000.00 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
| Additional Details on Charges: | Fees are determined by assets. Lower fee for higher assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://www.kestrafinancial.com/disclosures |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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