Jereme Brisco
Jereme Brisco is an Executive Wealth Manager with Genesis Wealth Management and a CERTIFIED FINANCIAL PLANNER™. Jereme holds a Series 7, 63 and 65 securities registrations through LPL Financial. He started Genesis Wealth Management after a successful 12-year career at USAA. He has more than 15 years experience in the financial services industry, with thorough […]
Michael Dubensky
Michael is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter®, and has FINRA Series 7, 24, 53, 63 and 65 registrations, held by LPL Financial, as well as life, accident and health insurance licenses. Michael’s primary mission is to provide sound financial advice/strategies to his clients, […]
Jon Thompson
Jon is an Executive Wealth Manager at Genesis Wealth Management, bringing over two decades of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a Chartered Financial Consultant® and holds FINRA Series 7, 63, and 65 registrations through LPL Financial, along with life, accident, and health insurance licenses. Jon’s mission is to provide insightful […]
Robert Harlan
Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7, 63, and 65 registrations through LPL Financial, along with life and health insurance licenses. With a career spanning over 20 years dedicated to understanding the unique needs of his clients, Robert believes success is deeply personal and extends beyond financial gain. He works […]
