"Wealth" means different things to different people. Our unique approach integrates three primary components of wealth. Together, we identify your beliefs and goals, and develop a plan to fulfill your vision for yourself and your family...now and in the future. PERSONAL - Plans and priorities, hopes and dreams...what is your vision for the future? SOCIAL- Do you want to use your resources to impact others, during your lifetime and perhaps, beyond? TACTICAL- Do you understand the options and can you execute the strategies to achieve your goals? At Generations Wealth Group, we'll discuss these questions with you, listen carefully to your answers and help you develop strategies to meet your unique goals.


Our advisors

Scott P Maeyaert

CFP®

Private Wealth Advisor

President of Generations Wealth Group
Learn more about Scott P Maeyaert

Michael Sturgis

CFP®, CRPC, AAMS, AWMA℠, APMA

Financial Advisor

Vice President of Generations Wealth Group
Learn more about Michael Sturgis

Zach Bakke

MBA, ChFC®, CLU®, RICP®

Associate Financial Advisor

Learn more about Zach Bakke


Our team

Michele Lindell

Michele Lindell

Operations Manager,

Business Development Manager

Qualifications

  • Series 7, 66 License
  • Minnesota Accident & Health, Life, Variable Life & Variable Annuities Insurance License
  • On a personal note...enjoys hiking, cooking, traveling, being creative and family time with husband (Jamie) and two kids (Jada & Ari).
  • Quote..."Getting to know our clients on a personal level is what energizes me and seeing them reach their goal is gratifying!"

Roles & Responsibilities

  • Executes client trades, onboarding new clients, client concierge, and special projects.
  • Office management, licensing, compliance, staff HR, team & advisor integration, & day-to-day business operations
  • Head of marketing - website, Facebook and planning client events.
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Wendy Kaufmann

Wendy Kaufmann

Client Concierge

Qualifications

  • On a personal note...enjoys being the neighborhood assigned "plogger", a mash-up of jogger and litter picker-upper. Also, maintains a doggie rest area for the neighborhood dogs!

Roles & Responsibilities

  • Incoming calls, greeting clients, scheduling all client meetings and other client service roles.
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Rick Cassada

Rick Cassada

Financial Planning Specialist

Qualifications

  • Series 7, 66 License
  • On a personal note...likes fishing (especially ice fishing), hunting, working on house projects, and enjoys spending time with wife and two kids!
  • Quote..."Working with a skilled team and watching the client's goals become a reality is very rewarding.!

Roles & Responsibilities

  • Lead client communications, meeting preparation/follow-up, and prepare preliminary financial planning documents, agendas & reports for Advisors.
  • Review life insurance & long term care illustrations, 401k rebalance and rollovers, capital gains tracking & client trades.
  • Serves on GWG Investment, Taxes & Estate Planning Committees.
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Ally Wech

Ally Wech

Paraplanner

Qualifications

  • Series 7, 63 License
  • On a personal note...enjoys gardening, fishing and spending time with German Wirehaired Pointer - Peaches.

Roles & Responsibilities

  • Assists with meeting preparation/follow-ups & preps various reports. Applications and new business.
  • Leads on all estate & divorce settlement paperwork, processing & tracking.
  • Assists the advisors & teams with special projects & tracking.
  • Serves on GWG Investment, Taxes & Estate Planning Committees.
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Mary Cravens

Mary Cravens

Client Service Manager

Qualifications

  • On a personal note...likes reading, dining out, thrifting, and is an avid Minnesota Sports fan. Also, blessed with a great family.
  • Quote..."We bring our own personalities to work each day, work well together and complement each other, while being professional and detail-oriented."

Roles & Responsibilities

  • Works part-time sending out all client meeting summary letters & miscellaenous practice tracking.
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Erik Holmstrom

Erik Holmstrom

Financial Planning Assistant

Qualifications

  • Series 7, 66 License

  • On a personal note...enjoys golfing, hockey, personal fitness, concerts and all sports!

Roles & Responsibilities

  • Assists with meeting preparation/follow-ups, client communications, preps various financial reports, applications and new business, misc. tracking & special projects.
  • Serves on GWG Investment, Taxes & Estate Planning Committees.
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