Generational Strategic Design

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

close

Team photo for Generational Strategic Design
Team photo for Generational Strategic Design

View Larger


Advisors

Heath Bartlett

APMA®

Financial Advisor

Managing Director
Visit Heath Bartlett's website

Tor P. Bennstrom

Branch Manager

Registered Principal
Visit Tor P. Bennstrom's website


Team

Andrea Hallas

Andrea Hallas

Client Service Associate,

Practice Manager
JC GARCIA

JC GARCIA

Registered Client Service Associate