Broker Check

Averaging 18 years of professional experience, Genesis Wealth Managers bring expertise across all areas of wealth management and have all earned the CERTIFIED FINANCIAL PLANNERTM designation.  They can offer seasoned guidance on investments, taxes, business succession, executive compensation, trust and estate planning, life insurance, and much more.

Genesis Wealth Management Team | San Antonio

Robert Harlan

Robert Harlan
CFP®

Executive Wealth Manager

John Lander

John Lander 
CFP®, CHFC®, MBA

Executive Wealth Manager

Mark Stawarz

Mark Stawarz
CFP®, CHFC®

Executive Wealth Manager

Richard Poligala

Richard Poligala
CFP®

Executive Wealth Manager

Lyn O’Connell

Lyn O’Connell
CFP®

Client Services Associate

Sherry Borzych

Sherry Borzych

Receptionist

Brad Atkison

Brad Atkison
CFP®, CLU®, CHFC®,

Executive Wealth Manager

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.

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