Generational Strategic Design

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Heath Bartlett

Heath Bartlett

APMA®

Financial Advisor

Managing Director
Visit Heath Bartlett's website
Advisor photo for Nathan Price

Nathan Price

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Nathan Price's website
Advisor photo for Tor P. Bennstrom

Tor P. Bennstrom

Branch Manager

Registered Principal
Visit Tor P. Bennstrom's website


Team

Gina Spehl

Gina Spehl

Registered Operations Leader