Broker Check

Our Team

How We Work


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

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...

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Teresa Yent, ChFC, CLTC

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...

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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,...

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Kyle Beals MBA, ChFC, CLTC

Director of Client Services

Kyle@generations-wealth.com

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...

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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...

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Kashmir Yent

Office Dog

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. 

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