Genesis Wealth Management

We believe it is important to have a finger on the pulse of our client's experience. We have formalized this process by creating an Advisory Council. This small group of clients act as a sounding board and mentors for the major decisions we are making in our business and practices.

Our Advisory Council is made up of both active and retired senior executives and industry leaders from our community. We value our clients' opinions, so we have designed our Advisory Council to allow others to be a part of the process in the future. Your insights and suggestions are greatly appreciated.

Advisory Council Members

General Joe Robles

Advisory Council Member

Rose Urbanczyk

Advisory Council Member

Chris Claus

Advisory Council Member

Beverly Rodriguez

Advisory Council Member

Harriet Dominique

Advisory Council Member

Jeff Quade

Advisory Council Member

Laura Bishop

Advisory Council Member

Dr. Leslie Wilson

Advisory Council Member

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Advisory Council members are not compensated and are only affiliated with Genesis Wealth Management as clients.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.