Who you'll work with:
Your generationU team.
Michelle Smith
Founder of financial educational programs genU & Wife2CFO, and the CEO of Source Financial Advisors. Michelle has spent her 30-year career in the financial industry, navigating clients through complex, sensitive, and critical financial topics and issues.
Patrick Huang
Director of Investments and Wealth Management, Patrick brings 10+ years of experience in managing portfolios for both private clients and institutions. Patrick is the leader on our investment team and is responsible for setting investment philosophy and directing the investment process.
Lauren Lisbon
Family Office Services Specialist, Lauren supports the wealth management side of the business by working with the advisor in assisting clients with developing and implementing their goals through comprehensive financial planning. She has an ingrained passion for financial planning and has mastered the art of client service excellence.
Megan Benner
Client Services Specialist, Megan is the main contact for all client needs including preparation of investment & account paperwork, completing cashiering requests, attending client meetings, and following up on any inquires or issues that may arise along the way.
Our Mission
Wealth is coming. Our mission is to help make sure you are ready to learn, live, and thrive once you have it.
We Believe
Understanding how you feel about money comes first.
Financial jargon causes procrastination.
Managing significant wealth is possible.
No one is born knowing how to manage wealth. It requires professional support, resources, and a learnable skill set.
We can help open your mind to what's possible.
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