Stephen Hart

Vice President, Planning and Investments


profile

Mr. Hart is an experienced advisor with a focus on identifying the best possible solutions for client needs and opportunities. He utilizes a goals-based approach to wealth management that allows the client and their family to fully understand how to maximize their financial future.

He began his career in the financial services industry in 2010 with GuideStone Financial Resources. In 2015 he joined the team at Talis Adviors, which became part of the Generational Group in 2018. He is a member of the DFW chapter of the Financial Planning Association (FPA) and serves on the Generational Wealth Advisors Investment Committee.

Stephen holds a B.B.A. and M.B.A. from Baylor University and completed his CFP® coursework at Southern Methodist University. Stephen and his wife, Rachel, have two children, Joanna and Andrew.

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
Instant
Contact