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Kirby Webb

CFP ® – Financial Advisor

Kirby, owner and president of Generations Financial Management, attended Baylor University in Waco, Texas, and graduated with an accounting degree. A few months after getting his first job, he opened his first investment account – this prompted a passion that led him to the financial industry and ultimately starting his own company, Generations Financial Management in 2017. Kirby is a CERTIFIED FINANCIAL PLANNER™ (CFP ® ).

Kirby and his wife, Debra, reside in Rockwall County and are involved with Lakepointe Church in Rockwall. Of their four children, two have successfully graduated college, one is currently attending college, and the last one is in high school. When not working, he can usually be found attending and supporting his kids school functions and athletic events.

Kirby volunteers some of his time for local charities and churches. One of his favorite charities that has impacted his entire family is Hidden Acres, a children’s sumer camp – where he serves on the finance committee. Kirby has also taught Financial Peace multiple times at some area churches and enjoys teaching people about financial wellness and education. Since starting Generations Financial Management, he and his wife have started two scholarships for graduating seniors.

Kirby’s varied hobbies include spending time with family, golf, gardening, and traveling.  He enjoys shooting and hunting with his family, especially his daughters.  Kirby restored his high school car – a 1965 Mustang and drives it around town on nice days.  He also has his private pilot license with an instrument rating. Two of his favorite places (so far) are St. Maarten and Italy.

Connect with Kirby on LinkedIn

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Chris Webb

Wealth Associate

Chris Webb joined Generations Financial Management in May 2021. He attended the University of Arkansas in Fayetteville, Arkansas, graduating in 2017 with his bachelor’s degree in Mechanical Engineering. Chris worked as a mechanical design engineer at L3, Harris division, in Greenville, Texas. After 3 years at L3, Chris decided it was time for a change. Desiring to continue to use his problem solving skills in a new area, he joined the family business. 

Born and raised in the Dallas area, Chris currently resides in Rowlett, Texas, with his wife Brenna and German Shepard, Sven. He enjoys hunting and fishing, tinkering on cars in his garage, playing golf and traveling. Chris is actively involved at his church, Shoreline City in Dallas, where he serves on the video broadcast team.

Connect with Chris on LinkedIn

Nathan Mateer

Nathan Mateer

Wealth Associate

Nathan Mateer joined Generations Financial Management in August 2020. He attended Baylor University in Waco, Texas, graduating with his bachelor’s degree in Political Science and Great Texts of the Western Tradition. An educator and researcher at heart, Nathan seeks to use these skills to meet the needs of our clients whether it be through comprehensive financial planning or providing clients with the information to make the necessary financial decisions for their families and future generations.

Besides a short stint in Louisiana, Nathan has always called the Dallas area home and currently resides in Fate, Texas with his wife, Mckenna, and daughter, Ivy. He enjoys reading, writing, playing golf, going on family walks, and cheering on the Baylor Bears. Over the years, Nathan has also played piano for various churches and worship groups.

Connect with Nathan on LinkedIn


Lauri Chadwell

Director of Client Relations

Lauri Chadwell comes to Generations Financial Management with a variety of administrative experience. After staying home with her young children, Lauri began working as an admin in a medical office in 1998. After moving to Texas from California, Lauri met Kirby and Debra Webb at her home church, First Baptist Terrell, and began working for Kirby in 2009. In 2010, she took a leave of absence and spent the year coordinating and overseeing the Billy Graham Evangelistic Association Event in Kaufman County.

Lauri is actively involved in various ministries and committees at her church, and spending time with clients is one of her favorite things to do. She also loves reading, gardening, sewing, and painting. Lauri and Austin, her husband of 37 years, have four grown children and two beautiful granddaughters. They currently live in Terrell, Texas, along with two dogs and a cat.


Alexa Paniagua

Director of Client Services

Alexa Paniagua joined the GFM team in January 2020 as a client service associate. She comes to us after two years at a mental health clinic, where day-to-day duties sparked her joy for administrative work. 

Born and raised in Terrell, Texas, Alexa her family continue to reside there. She gets her cardio by chasing her four-year old daughter, Olivia. She also enjoys spending time with her family, listening to podcasts, reading, and baking. Chocolate chip muffins are a favorite! 

Our Alexa may not be able to predict the weather or play your favorite song, but she’s around to chat whether you stop in at the office or catch her on the phone. 

“A financial plan creates a roadmap and forces us to focus on the things within our control. It allows us to evaluate the input, both short and long term, of our choices or decisions.”

Kirby Webb

Generations Financial Management is not your typical financial services office


At Generations Financial Management, we view ourselves as stewards of our clients’ assets, meaning that we help our clients design a plan that is aligned with their values and priorities.

When a prospect meets with us, they are first educated on the process we use to approach any given situation, Generations Financial Management’s 3-D Process. During the initial meeting our office finds it essential that the potential client and our office get to know each other in order for both sides to decide if we will be a beneficial fit to work together.

We recommend creating a holistic financial plan as a roadmap for your financial future. The plan keeps you, the client, at the center and in control. Clients use us as a sounding board to explore the various challenges and opportunities they face. There is no “one size fits all” approach.

Our team collaborates with the other members of your financial team – CPA, attorney, etc.,–to ensure all aspects of your financial life are aligned. For your convenience, we offer meetings in person, by phone, or video conferencing.

If you would like any additional information or have questions about our process, please reach out to us through our contact form or phone number (972-722-2609).

How we can help you


Map out retirement goals and the best way to get there.

Family Needs

Planning to meet your family’s future needs.

Tax and Debt

To help you assess and manage
your taxes and debt.


To protect your family and their needs.

Business Needs

To help you protect and meet the unique needs of your business.