J. Brent Everett

Founder, Chief Investment Officer and Partner


As the Chief Investment Officer for Generational Wealth Advisors, Brent Everett spends the majority of his time developing solutions to apply the latest financial economic research to real-world portfolios. Applying this theoretical and empirical research to the portfolio design process increases the investor's chance of capturing higher expected rates of return. He is the chairman of the firm's Investment Committee and also serves as the firm's Chief Compliance Officer.

Prior to Generational Wealth Advisors, Brent’s background includes experience in strategic marketing, executive management and investor relations in the semiconductor and equipment manufacturing industries. In 1999, Brent founded Profisys, LLC, a fee-only Registered Investment Advisor. While serving as Managing Director of Profisys, he developed the investment philosophy that is the basis for the portfolio models currently used by Generational Wealth Advisors. He holds a degree in computing and information sciences from Oklahoma State University and completed all coursework for the CERTIFIED FINANCIAL PLANNER™ designation at NYU's Stern School of Business.

Brent is a member of the Investments and Wealth Institute (formerly known as IMCA). He also has been quoted in Financial Time's Financial Advisor IQ and Financial Planning. He has discussed small-cap stock investing on CNNfn and was a featured financial columnist for 14 community newspapers. Brent was the co-host of the Peaceful Wealth Radio Hour on CNN.

Brent lives in Plano with his wife, Kimberly. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra and currently serves as the treasurer for his homeowners association. Brent enjoys reading, fly fishing, college sports, and Formula One racing.


Bachelor of Science, Computing and Information Sciences, Oklahoma State University
CERTIFIED FINANCIAL PLANNER™ coursework, New York University Stern School of Business

Community Involvement

Investments and Wealth Institute (formerly known as IMCA)
International Association for Quantitative Finance
The Econometrics Society
The Association of Pension Professionals and Actuaries Benefits Council
The Estate Planning Council of North Texas
Mensa International
Past member of the Board of Directors, The Financial Planning Association – DFW Chapter

We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards