The Team

Generations Wealth Management

Our Advisors

Courtney Davis

Courtney Davis

Financial Advisor

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Designations

CMFC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies

Education

Bryant University, Bachelor of Science - Business Administration/Financial Svcs
CA Insurance #0I47706

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Bryan Riley

Bryan Riley

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Bachelor of Science in Business Administration, Univeristy of Richmond.

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Ian Lobo

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments

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Keith Smith

Keith Smith

Financial Advisor

More about me...

Top Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

BS, Marketing, Wright State University, Dayton, OH

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Our Staff

Mazie Wong

Mazie Wong

Paraplanner

Eva Chu

Eva Chu

Client Service Specialist

Michael Chau

Michael Chau

Investment Specialist