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 […]
Rick Poligala
Rick is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the FINRA Series 7, 63, and 65 registrations held by LPL Financial as well as life, accident and health insurance licenses. Rick’s passion is to provide sound financial advice/strategies to his clients, helping them pursue their financial goals through the creation, growth and transfer of wealth. He specializes […]
Charles Lara
Charles is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant® and a Chartered Life Underwriter®. He also has FINRA Series 6, 7, 24, 63 and 65 securities license registrations, held by LPL Financial, as well as life, accident and health insurance licenses. He also holds the […]
Ben Beecher
Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Wealth Specialist (CWS®), a Certified Equity Professional (CEP) and Accredited Estate Planner (AEP®). He holds FINRA Series 7, 66 registrations (held by LPL Financial) as well as life, accident and health insurance licenses. Ben is a member of the San Antonio Estate Planning Council. Ben’s greatest joys in […]
Ross Van Klaveren
Ross Van Klaveren is an Executive Wealth Manager at Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has FINRA Series 7, and 66 registrations, held by LPL Financial as well as life, accident and health insurance licenses.Ross’ primary mission is to provide sound financial advice/strategies to his clients, helping them work toward […]
Trammell Cooper
People come first. Strong bonds with family, clients, friends, and community shape Trammell’s approach as an Executive Wealth Manager. He understands that wealth is not just about numbers. It is about creating opportunities to live fully, in whatever way is most meaningful to you. This philosophy guides his work and personal life, blending his outgoing […]
Zehra Candler
Zehra Candler is an Executive Wealth Manager of Genesis Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds the FINRA Series 7, 63 and 66 registrations held by LPL Financial as well as life, accident and health insurance licenses. Zehra has nearly two decades of experience in financial planning, and has been a […]
Bob Ford
Bob Ford is an Executive Wealth Manager of Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a Certified Trust and Financial Advisor (CTFA)and holds the FINRA Series 7 and 66 registrations, held by LPL Financial; as well as life, accident and health insurance licenses. Using his education and experience, Bob […]
