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Triad Advisors Names Advisor Council

Jennifer is honored to have been nomiated and selected to serve on the Triad Advisor Council. Council Chairs Merv Rudner and Dianne state...

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Innovate 2019

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Go with the FLOW!

"So CAN we or CAN'T we? Does it have to be so confusing? Can't you see we are busy here?" Make it easy. *Check the chart... 2018 and...

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2018 A Look At The Year. . .

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gen at the Ladenburg Institute of Women & Finance Symposium

Jennifer traveled to Dallas, Texas on October 9-11, to attend the, invitation only, Ladenburg Institute of Women & Finance Symposium....

It's Simple...and Now It's Easy!

Behavioral Finance

NEWS For immediate release Contact: Leigh Anne Weller, Director of Client Services leighanne@genfinance.net www.genfinance.net Jennifer...

See What gen's Been Up to....

Honored to receive an invitation to Ladenburg's Inaugural Innovation Symposium to Identify Transformative Fin Tech Solutions. This event...