Our People

At Generational Group, our associates make all the difference as they are the driving force behind our success. We live by a code of ethics reflected in our core values and we never forget our clients' primary goals. We are honored to work with business owners who work hard to achieve their dreams. Put our stellar, experienced team to work for you.

Aaron
Presley

Vice President, M&A

Michael J.
Querard

Senior M&A Advisor, Senior Business Strategist

Michael J.
Querard

Senior M&A Advisor, Senior Business Strategist

Ted
Rattenberry

Managing Director, M&A

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Deborah
Rees

Senior M&A Evaluation Advisor

David
Richards

Senior Wealth Management Advisor

David
Robinson

Executive Managing Director and Group Leader

Eric
Sandberg

Senior Business Strategist

Julie
Sandoval

Senior Managing Director, M&A

J.A.
Schram

Senior M&A Advisor

Steve
Schreiber

Chief Business Development Officer

Ami
Shah

Senior Evaluation Associate

Ana A.
Shirley

Senior M&A Recruiter

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Moses
Shmueli

Managing Director, M&A

Jack
Sluiter

Managing Director, M&A

Reggie L.
Smith

Senior Managing Director

Kayla
Sparkman

Client Experience Manager

Tom
Staszak

Senior Managing Director, M&A

Tom
Stephens

Executive Managing Director

Terry
Stidham

Senior Managing Director