Stephen T. Hart

Vice President, Planning and Investments


profile

 

Mr. Hart is an experienced advisor with a focus on identifying and implementing the best possible wealth management solutions. As both a CERTIFIED FINANCIAL PLANNER and Certified Exit Planning Advisor, he specializes in working with business owners and their families. He utilizes a goals-based approach to wealth management that allows the client to fully understand how to maximize their financial future.

He began his career in the financial services industry in 2011 with GuideStone Financial Resources. In 2015 he joined the team at Talis Advisors, which became Generational Wealth Advisors, part of the Generational Group, in 2018. He is a member of the DFW chapter of the Financial Planning Association (FPA), the North Texas Chapter of the Exit Planning Institute, and serves on the Generational Wealth Advisors Investment Committee.

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

Designations
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor

Education
Bachelor of Business Administration - Baylor University
Master of Business Administration - Baylor University

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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

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