Comprehensive Financial Planning

We collaborate with individuals and the professionals they work with to create and implement custom,
cash-flow based financial plans aimed at reaching our clients financial goals.

Why Generations Financial Management?

As Independent Financial Advisors and non-captive insurance agents, we put the clients needs above all else. This enables us to create custom comprehensive financial plans and investment services tailored to each client. We partner with your CPA, attorney, and other trusted advisors to ensure your accounts align with your wishes and strategic goals.


Our Services


Financial Investments

We view ourselves as stewards of our clients’ assets, meaning that...

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Financial Planning

We adhere to the seven-steps of the financial planning process laid...

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Risk Management

We believe in a risk-managed approach towards your financial plan...

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Our Team

Kirby Webb

Kirby Webb, CFP®

Financial Advisor
Chris Webb

Chris Webb, CFP®

Financial Advisor
Nathan Mateer

Nathan Mateer, CFP®

Financial Advisor
Alexa Paniagua

Alexa Gilland

Director of Client Services
Nathan Mateer

Beth Roberts

Client Service Associate