General Joe Robles

Advisory Council: General Joe Robles

Major General Josue “Joe” Robles Jr. was a founding member of our Advisory Council. In the most critical and formative days of Genesis Wealth Management, Joe provided sage advice and counsel to our leadership team. He was a true servant-leader, who helped us to sharpen, hone and affirm our core values. We will be forever […]

Rose Urbanczyk

Advisory Council: Rose Urbanczyk

Rose Urbanczyk has in excess of 33 years of experience in the financial services industry.  She retired from USAA in February 2018 after 21+ years in Corporate Finance.  Her last position was as Vice President and Senior Financial Officer of contact centers and all staff support services (i.e. Technology, Human Resources, Corporate Services, Legal, etc.), […]

Chris Claus

Advisor Council: Chris Claus

Chris Claus has worked in the financial services industry for over 30 years.  Today he serves in a leadership position on several public and private boards that leverage his expertise in investments, real estate, banking, and life insurance.  Previously, Chris held a number of senior leadership positions over the course of his 20-year career at […]

Beverly Rodriguez

Advisor Council: Beverly Rodriguez

Beverly Rodriguez retired from USAA in 2016 with over 31 years of service. After starting her career in P&C as a Member Service Representative, Beverly worked in a variety of areas, including Sales and Service Operations, Product Management, Marketing and New Member Acquisition. She retired as a VP in Human Resources. After retirement, Beverly completed […]

Harriet Dominique

Advisory Council: Harriet Dominique

Harriet Dominique retired from USAA in December of 2021, after 32 years of dedicated service to the association, its employees and membership. Dominique grew up rooted in values instilled by her parents: humility, faith and service. She remained anchored to those values to lead all philanthropic and DEI strategies, including related investments, engagements, data and […]

Jeff Quade

Advisor Council: Jeff Quade

Jeff Quade is the Founder and Principle at Optimum Humantix Consulting, a boutique Leadership and Organizational Development consulting practice. In addition, he is adjunct faculty at the Munday School of Business at Saint Edwards University in Austin, Texas, where he teaches classes in Human Resource Management and Organization Behavior. He brings a fresh and invigorating […]

Laura Bishop

Advisory Council: Laura Bishop

Laura Bishop is a strategic executive leader with almost 40 years of experience in publicly traded and privately held organizations spanning the financial services, organizational consulting, food services, retail and accounting/audit industries. She retired from USAA in December 2020 after a nearly 20-year career with the Fortune 100 financial services company including more than six […]

Dr. Leslie Wilson

Advisor Council: Dr. Leslie Wilson

Dr. Leslie Wilson serves in two roles at Little Spurs Pediatric Urgent Care where she’s worked since 2014. Her first, role is as a pediatrician providing urgent, emergent and non-urgent care for her patients. Additionally, since 2020, she has also serves as assistant Medical Director providing oversight for the development and delivery of medical educational […]

Kenneth E. Rosen

Ken Rosen is the president & founder of Rosen Consulting Solutions, LLC., an organization focused on the Property & Casualty insurance vertical. Ken is focused on advising senior leaders of companies that support the P&C industry to better serve customers while driving efficiencies and growing revenue. He has over 37 years of business experience. Previously, […]

Vice Admiral John M. Bird

Vice Admiral Bird, the son of a career naval officer, lived throughout the United States during his childhood and ultimately settled in Pensacola, FLA., where he graduated from Pensacola Catholic High School. In 1977, he graduated from the United States Naval Academy with a Bachelor of Science in Mechanical Engineering. He holds a Master of […]

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