Generational Wealth Advisors

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Bryce Gray is a financial advisor with Generational Wealth Advisors, holding a Series 65 credential and seven years of industry experience. He has worked with Talis Advisory Services and Generational Equity and maintains several business interests including a single-member law firm and an accounting firm that provides investment advisory services to businesses. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach based on Modern Portfolio Theory, utilizing institutional-share mutual funds, ETFs, and separately managed accounts with long-term portfolio management and periodic rebalancing.

Gina Aldaz is a financial advisor at Generational Wealth Advisors with eight years of industry experience. She holds a Series 65 credential and previously worked at NetEffect Marketing and Talis Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

David Richards is a financial advisor at Generational Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Talis Advisory Services since 2015. Outside of advising, Richards owns an aircraft consulting business and serves as a captain for American Airlines. Generational Wealth Advisors provides discretionary investment management and financial planning to a diverse client base, using a multi-team model and a long-term, strategic investment approach grounded in Modern Portfolio Theory.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Stephen Hart is a CFP® with 10 years of industry experience and has been with Talis Advisory Services, LLC since 2015. He is also a licensed insurance agent for life, accident, and health insurance. He is based in Richardson, TX and works with Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Heath Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with 11 years of industry experience. He has worked with Talis Advisory Services, LLC since 2018 and serves as Chief Operating Officer and Chief Financial Officer of Generational Equity, LLC, a sell-side advisory firm focused on mergers and acquisitions, where he oversees accounting, human resources, IT, client service, and business evaluation. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm employs a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, using institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Michael Querard is a financial advisor at Generational Wealth Advisors in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Generational Wealth Advisors since 2020 and is also associated with Generational Equity. Outside of his advisory role, he is the managing member of a private family LLC, McQ Capital LLC. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk management services to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification based on Modern Portfolio Theory, managing portfolios on a long-term, discretionary basis.

Landry Thompson is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, Landry worked in retail and food service roles while completing academic studies. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

William Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation. He has been with Generational Wealth Advisors since 2023 and has prior experience working in various educational institutions. Outside of advising, he holds a 30% equity stake in a start-up LLC focused on small construction remodeling projects in Houston, Texas. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation, diversification, and multifactor exposures based on Modern Portfolio Theory.

John Pritchett is a CFP® professional with seven years of experience in financial advising, currently serving at Generational Wealth Advisors in Richardson, TX. His prior roles include positions at Raymond James Financial Services, North Ridge Wealth Advisors, and Strategic Financial Planning, Inc. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic portfolio rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Norbert Butkus is a financial advisor with Generational Wealth Advisors in Richardson, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Talis Advisory Services, LLC since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of his advisory role, he serves as a volunteer board member for the Indian Creek Home Owners Association. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification based on Modern Portfolio Theory.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors offers discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.