Mike has more than 30 years of finance and investment management experience, and is a founding member of the GEN Group. Mike leads retirement plan sponsors (401(k)/403(b)) to help them meet their responsibilities and maximize value for plan participants.

He works closely with many corporate and nonprofit executives and committees to create retirement plans that work to enhance recruitment and retention of employees. Additionally, Mike educates plan participants to help them better understand retirement preparedness and financial wellness.

Mike holds Bachelor of Arts and MBA degrees in finance from Boston College, as well as various retirement designations.

He was named a Top Retirement Plan Advisor by the Financial Times in 2016–2020.

Natalie joined GEN Group in 2017 and has been in the financial services industry for more than 17 years. She spends her day with private clients, associations and nonprofit clients. She is passionate about spreading financial wellness and literacy to all individual and institutional clients.

Natalie helps her clients to not just realize their goals, but to understand what is truly possible. This means going beyond numbers, percentage points or dollar signs and knowing her clients intimately and being empathetic to their unique situations. She helps her clients maximize their potential by navigating them through the ever-changing economic landscape and delivers tailored planning and investment solutions.

She earned her Bachelor of Arts degree in economics and American politics from the University of Virginia in 2004.

Natalie holds the CERTIFIED FINANCIAL PLANNER designation, passed the Series 7, 66 exams and holds state life and health insurance licenses.

Stacia has over 19 years of experience specializing in ERISA plan consulting and serves as a Financial Advisor member of the GEN Group. Stacia focuses on providing fiduciary guidance and education to corporate and nonprofit executives and committees.

Stacia understands the complexities of navigating employer sponsored retirement plans and is dedicated to helping sponsors efficiently and effectively uphold their plan management responsibilities. She is dedicated to understanding the needs of plan sponsors and delivering unique and innovative solutions for achieving desired plan outcomes. Her energy for all things ERISA partnered with her passion for teaching financial literacy to plan participants is what clients love most.

Stacia holds a Bachelor of Science degree from St. Catherine University and a master’s in financial planning from California Lutheran University. She is an Accredited Investment Fiduciary through Fi360 and a Certified Plan Fiduciary Advisor™ (CPFA™) and an active member of The National Association of Plan Advisors (NAPA) and the Women in Pension Network (WiPN).

Nicole started her career shortly after graduating in May 2016 and joined GEN Group in 2019. Nicole works closely with both sides of the business— private wealth clients and plan sponsors. She oversees the day-to-day operations of the GEN Group while getting to know clients in forming effective solutions to their concerns. Nicole is the go-to person for onboarding clients and making their transition as smooth and efficient as possible.

She also works hand-in-hand with Mike and Natalie to provide exceptional service to retirement plan sponsors. Nicole assists Mike with the plans’ quarterly reviews and supports Natalie with the educational program for the plan participants.

Nicole earned her Bachelor’s degree in applied economics from Virginia Tech with a concentration in financial planning.

She holds the Chartered Retirement Plans Specialist® designation and is working toward obtaining the CERTIFIED FINANCIAL PLANNER® designation.