Experience

Makes all the difference

Facing uncertain markets and a shifting political, economic and taxation landscape, affluent individuals and families are seeking new solutions and solid advice for managing their complex wealth transfer, estate and business planning needs. The Beck Wealth Consulting Group offers comprehensive expertise to help protect and preserve your generational wealth and legacy.

We partner with you, your other professional advisors and members of our own professional network, if needed, at the most significant points in your life—business development and transition, retirement, estate and trust planning, and your philanthropic pursuits.

Madeline Nardi

Authorized Officer

Wealth Strategy Associate

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

madeline.nardi@ubs.com
Madeline Nardi
1610 Arden Way,Sacramento,CA,95815

Lisa Engstrom

Director

Team Administrator

Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

lisa.engstrom@ubs.com
Lisa Engstrom
1610 Arden Way,Sacramento,CA,95815

Gloria Solis

Client Associate

Gloria brings more than 25 years of experience in the financial services industry.  She has an extensive background in daily operations.  Her role on the team is to serve clients and provide administrative support.  Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.

1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

gloria.solis@ubs.com
Gloria Solis
1610 Arden Way,Sacramento,CA,95815

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