Our team specializes in meeting 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
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
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 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,...
Kyle Beals MBA, ChFC, CLTC
Director of Client Services
Kyle has been an investment advisor representative since 2000. Kyle worked for MetLife Securities directly out of college. He earned his MBA and is also a Chartered Financial Consultant. At Golden Years Advisors he enjoys...
Executive Assistant & Director of Marketing
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...
Kashmir runs the office here at Generations Wealth. She is a vocal greater but as soon as she gets a treat out of you she is more than happy to give you the office tour.