Our Team

Our team specializes in pursuing the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy.

Jim Yent ChFC, CFA

Co-Founder & Financial Advisor | Wealth Architect

Jim@generations-wealth.com

Jim graduated from Yale University where he was the captain of the basketball team, a member of Skull and Bones, and a singer in the Yale Whiffenpoofs. Jim provided technology consulting to banks, brokerage and insurance companies for...

Teresa Yent, ChFC, CLTC

Co-Founder & Financial Advisor | Dreamweaver

Teresa@generations-wealth.com

Teresa’s career started in 1997 in insurance that included Medicare Supplements, Long Term Care and Fixed Annuities. Jim joined her business in 2002 with wealth management and retirement planning. Teresa became a financial...

Jake Towles

Financial Advisor

Jake@generations-wealth.com

Jake strives to help each client plan for their financial future with their goals in mind. As background, Jake began his career with Wells Fargo six years ago and has been in the financial services industry for nine years. In addition,...

Jake Van Blarcom

Director of Client Services

JakeVan@generations-wealth.com

Jake Van Blarcom brings a decade of military discipline and wealth management expertise to Generations Wealth Advisors. A former U.S. Army infantryman who deployed to Afghanistan in 2013, Jake went on to spend four years at Fidelity,...

Caroline Dempster

Executive Assistant & Director of Marketing

Caroline@generations-wealth.com

Caroline is responsible for the office management and marketing for Generations Wealth Advisors. She coordinates the firm’s educational and client events, handles compliance requirements, and welcomes each client as they arrive. Her...

Jamie Eggleston

Digital Marketing Producer

Jamie@generations-wealth.com

Our digital marketing producer, Jamie, originally from Raleigh, North Carolina, has lived and worked around the world in Australia, South Africa, Brazil, and California. These global experiences provide a broad perspective that...

Kashmir Yent

Office Dog

Kashmir runs the office here at Generations Wealth. She is a vocal greeter but as soon as she gets a treat out of you she is more than happy to give you the office tour.

What professional designations do your advisors hold?

Jim Yent holds the Chartered Financial Consultant® (ChFC®) designation and is a CFA® charterholder. Teresa Yent also holds the ChFC® designation, along with the Certified in Long-Term Care (CLTC®) designation. These credentials require advanced study in financial planning, investment analysis, and long-term care planning.

What is a ChFC®?

A Chartered Financial Consultant® (ChFC®) is a financial planning designation awarded by The American College of Financial Services. Earning it requires completing advanced coursework in areas such as retirement planning, insurance, taxes, investments, and estate planning, along with meeting experience and ethics requirements.

What is a CFA® charterholder?

A CFA® charterholder has earned the Chartered Financial Analyst® designation from CFA Institute, one of the most rigorous credentials in the investment industry. Candidates must pass three levels of exams covering investment analysis, portfolio management, and ethics, and must meet professional work experience requirements.

What is the CLTC® designation?

The Certified in Long-Term Care (CLTC®) designation is awarded by the Corporation for Long-Term Care Certification. It shows specialized training in the financial, family, and emotional impact of long-term care, and in strategies to plan for it. That training supports our health care strategies pillar.

Who will I work with at Generations Wealth Advisors?

You'll work with a team rather than a single person. Financial advisors Jim Yent, Teresa Yent, and Jake Towles lead planning. Director of Client Services Jake Van Blarcom and Executive Assistant & Director of Marketing Caroline Dempster help keep your experience organized and personal. And yes, our office dog, Kashmir, will likely greet you at the door.

How can I verify a financial advisor's background?

You can look up any registered financial professional on FINRA's free BrokerCheck tool at brokercheck.finra.org. It shows an advisor's registrations, employment history, and any disclosures. We encourage every prospective client to use it.