Associates | Genesis Wealth Management

Averaging 19 years of professional experience, Genesis Wealth Managers bring expertise across all areas of wealth management and have all earned the CERTIFIED FINANCIAL PLANNER^TM designation. They can offer seasoned guidance on investments, tax reduction strategies, business succession, executive compensation, and estate planning, life insurance, and much more.

All

San Antonio

Austin

Florida

Genesis Wealth Management Team

Jereme D. Brisco
CFP®, CHFC®

Managing Partner

Michael Dubensky
CFP®, CLU®, MBA

Managing Partner

Jon T. Thompson
CFP®, CHFC®

Managing Partner

Richard Poligala
CFP®

Chief Operating Officer / Executive Wealth Manager

Robert Harlan
CFP®

Executive Wealth Manager

Heidi Malone
CFP®, CLU®, CHFC®, MBA

Executive Wealth Manager

Max Rodriguez
CFP®

Executive Wealth Manager

John Lander
CFP®, CHFC®, MBA

Executive Wealth Manager

Mark Stawarz
CFP®, CHFC®

Executive Wealth Manager

Youree McBride
CFP®

Executive Wealth Manager

Geraldo Reyes
CFP®, ChFC®, CLU®

Executive Wealth Manager

Bob Ford
CFP®

Executive Wealth Manager

Zehra Candler
CFP®, MBA

Executive Wealth Manager

Trammell Cooper
CFP®, CTFA

Executive Wealth Manager

Ross Van Klaveren
CFP®

Executive Wealth Manager

Deann Bustos

Client Services Associate

Alexis Nichols

Administrative Assistant

Elena Martinez

Paraplanner

Ben Beecher, CFP®

Executive Wealth Manager

Charles Lara, CFP®, ChFC®, CLU®

Executive Wealth Manager

Donna Leonard

Financial Services Coordinator

Xavier Gutierrez

Paraplanner

Client Centered

Whether your goal is 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.