GENERATIONAL WEALTH MANAGEMENT GROUP - Key Persons
Alex joined the Generational Wealth Management Team in 2020. He is passionate about providing financial strategies that fit the personalized goals of both individuals and families while being sensitive to risk, timelines, specific lifestyle needs. He has passed the Series 7 & 66 exams, and holds his insurance license.
Born and raised in New Hampshire, Alex received his bachelor's degree in English from Saint Anselm College and achieved his graduate degree in marketing from Southern New Hampshire University in 2016. Alex was also a member of Manchester Chamber of Commerce Leadership program class of 2022.
Alex lives in Amherst, New Hampshire with his wife, Kathryn and their dog, Walter. Outside of the office, Alex enjoys running ultra-marathons, golfing, and skiing.
Amy graduated from Bryant University in 1993 with a bachelor's degree in Finance and joined The Generational Wealth Management team in 1997. Starting her career as a Client Associate, Amy passed her Series 7 and 66 exams. Since joining RBC Wealth Management in 2008 as a Senior Registered Client Associate, Amy has been promoted to her current role of Investment Associate.
Amy lives in Grafton, MA and enjoys spending time with her husband and three children. She enjoys attending her children's sporting events, as well as camping, hiking, and reading.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Barbara graduated from St. Anselm College in 1981 with a bachelor's degree in history. She passed the Series 7, 63 and 66 exams and holds her annuity license. After completing the required coursework at the College of Financial Planning, Barbara received the CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate and retirement planning. Barbara has been recognized as a 2020, 2021, 2022, 2023 and 2024 Forbes Top Women Wealth Advisor Best-in-State, a 2020, 2021, 2022 and 2023 Forbes Best-In-State Top Wealth Advisor and a 2022 and 2023 Advisor Hub - Advisor to Watch.
Barbara enjoys being active in her community by serving as a trustee of the Charitable Foundation of St. Catherine of Siena Parish and as a member of the NH Estate Planning Council. In her spare time, Barbara enjoys being with her family and spending time at the beach.
Job Titles:
- Registered Client Associate
Caitlyn graduated from Daniel Webster College in 2012 with a Bachelor's degree and went on to earn her MBA from Southern New Hampshire University. Caitlyn entered in the financial services industry in 2018 and has passed her Series 7 and 66 exams and holds her insurance license.
Caitlyn lives in New Hampshire and enjoys taking advantage of all it has to offer. Outside the office she enjoys outdoor activities with her husband and son. Caitlyn loves making new memories and creating traditions whenever she can with her family.
Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Dick graduated from Georgia Institute of Technology with a bachelor's degree in industrial engineering and went on to earn an MBA in business and finance. He entered the financial service industry in 1972. After completing the required coursework at the College of Financial Planning, Dick received the CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate and retirement planning.
Dick served as chairman of the Manchester Airport Authority and as vice chairman of the Londonderry Housing and Redevelopment Authority. He also served as a past finance chairman for St. Mark's Church and St. Jude's Church, and was former president of the Nashua Symphony Trustees. While in the U.S. Air Force, he was awarded the Distinguished Flying Cross
Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Director of RBC Wealth Management 's Portfolio Advisory Group
- Senior Vice President, Director of Portfolio Advisory Group
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management's Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm's Directors Group. She is also a member of the Financial Women's Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management's "Irv Weiser Diversity Award" in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
Job Titles:
- Planning Consultant
- Retirement Plan Consultant
Roman is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.
Job Titles:
- First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
Born and raised in New Hampshire, Sean graduated from the University of New Hampshire Whittemore School of Business in 2007 with a Bachelor's degree in finance. While at UNH, Sean was a member of the nationally ranked football team and received Academic All-Conference honors. Since joining Generational Wealth Management in 2008, Sean has received his Series 7, 66 and insurance license as well as the CERTIFIED FINANCIAL PLANNER™ designation. In June of 2019, Sean was selected into Manchester Chamber of Commerce Leadership Class of 2020.
Away from the office Sean can be found at home with his wife Megan, their two boys Sawyer and Tanner and daughter Summer. As a family they enjoy everything New England has to offer from trips to the Seacoast, Football games at UNH, hitting the slopes, and the occasional round of golf.