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.

Gina Aldaz Profile Photo: B&W photo

Gina
Aldaz

Managing Director, Client Development

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Bert
Butkus

Wealth Management Advisor

Sarah Crowe Profile Photo: B&W photo

Sarah
Crowe

Senior Wealth Management Advisor

Ricquita Edwards Profile Photo: B&W photo

Ricquita
Edwards

Operations Manager

Brent Everett Profile Photo: B&W photo

Brent
Everett

Chief Investment Officer

William Flock Profile Photo: B&W photo

William
Flock

Investment Analyst

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Bryce
Gray

Senior M&A Advisor, Senior Business Strategist

Stephen Hart Profile Photo: B&W photo

Stephen T.
Hart

Senior Wealth Advisor, Director of Financial Planning

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Mirabella
Pascador

Client Development Coordinator

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Daniel
Perry

Senior Client Service Associate

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Rob
Rice

Director of Operations

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David
Richards

Senior Wealth Management Advisor

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Landry
Thompson

Financial Planner