Global access of Private Wealth Management

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• WY

For more than 25 years, Ryan has worked with a select group of multi-generational, affluent families to provide holistic wealth management and concierge services. Envisioning a team built for longevity and designed to serve the complex, generational issues of the modern, ultra-affluent family, Ryan founded what is now Generational Private Wealth Partners in 2011.  Ryan received his B.B.A. in Finance from the University of North Texas and has completed programs at Donald T. Regan School of Advanced Finance Management and Wharton School of Business. Ryan supports and serves as a board member of multiple non-profit organizations.

• University of North Texas, B.B.A. in Finance
• Wharton School of Business

• Certified Investment Management Analyst®

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• HI
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Ryan began his career in 1997 after graduating from the University of Texas at Dallas with honors.  Having spent nearly 12 years at Merrill Lynch,  he joined UBS in 2009.  With over 26 years of industry experience, spanning multiple market corrections, recessions, and recovery periods, our primary goal will be to identify your goals and to set the appropriate strategy to achieve multiple goals.

Ryan's areas of emphasis include customized retirement income planning, municipal bond strategies, college planning, and liability management including mortgage options, as well as tax minimization strategies.   

Ryan and his wife, Jill, live with their two children (Grace and Thomas) in Plano, TX. When away from the office, he enjoys fishing, golf, coaching, and family travel.

• AK
• CA
• CO
• DC
• FL
• GA
• IL
• LA
• MI
• MT
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OR
• RI
• SC
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• VA
• WY

Bobby is a founding partner of Generational Private Wealth Partners and began his career in wealth management in 2011, after graduating from Texas Christian University with a B.B.A. in Finance and a minor in Energy.  As a Private Wealth Advisor, Bobby's primary roles on the team include managing family relationships, financial & advanced planning, and coordinating with 3rd party estate planning and tax advisors to ensure that our clients receive tailored, world class advice. Bobby and his wife Rachel are passionate about the outdoors, play a little golf, and serve at Onward Community Church.  They live in Prosper with their two boys and daughter.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

• Texas Christian University, B.B.A. in Finance and a Minor in Energy

• AL
• AZ
• CA
• CO
• FL
• GA
• KS
• MA
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• OK
• OR
• SC
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• UT
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Originally from Tyler, TX, Megan attended Texas A&M University, where she studied applied economics, minoring in both business administration and financial planning. As a dedicated planner on the team, she builds, presents and helps implement in-depth and comprehensive financial plans for clients. Megan attained her CFP® designation in the summer of 2019, and as a CERTIFIED FINANCIAL PLANNER™ professional, she has a deep understanding of various  planning strategies and solutions. Her goal is to ensure that each client has a clear understanding of where they are, what they want to accomplish, and how their personal financial plan will bridge the gap between the two.

Outside of serving clients, Megan enjoys staying active, both mentally and
physically. She loves to read, play golf, and play fetch with her German Shorthaired
Pointer, Annie.

• CA
• CO
• DC
• FL
• GA
• IL
• KS
• LA
• NC
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Christina entered the financial services industry in July of 2011. As a Senior Wealth Strategy Associate, her focus is overseeing the operations of the team and ensuring the delivery of exceptional client experience. Prior to joining the team, she was a successful technical sales manager in the aerospace and defense and EDA industries for over 10 years. She received a BS in Chemical Engineering from Texas A&M University. She holds FINRA Series 7and Series 66 licenses. Christina devotes her free time to supporting her three children's activities in Boy Scouts, band, and club soccer and also enjoys volunteering in the community through National Charity League.

• Texas A&M University, BS in Chemical Engineering

• CA
• CO
• FL
• NY
• TX

Sherry is a Senior Wealth Strategy Associate and Certified Divorce Financial Analyst®  As a Senior Wealth Strategy Associate she is responsible for working directly with high net worth clients, while engaging both the investment and financial planning aspects of the practice to successfully construct, implement, and monitor client strategies. Additionally, as a Certified Divorce Financial Analyst® she provides divorcing clients an understanding of the various asset division options that are available to them and how those options impact their financial concerns and goals.

Sherry began her career in the financial services industry in 2006 and later joined UBS in 2008.  Over the last 16 years her fundamental focus has been to be a resource for clients by understanding their concerns, objectives and aspirations because she believes that empowering clients with knowledge and thoughtful advice to navigate present and future financial decisions with confidence is her paramount duty as a financial professional. 

• Certified Divorce Financial Analyst

• CA
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• TX

Kathy has been with UBS Financial Services, Inc. since January 2009. She is registered to handle all security transactions on a daily basis. She has over 32 years of experience in the Securities Industries with Morgan Stanley and UBS. Prior to that, she worked in the Banking Industry for 10 years as a Bank Teller and in Customer Service. With her years of experience, Kathy is extremely efficient in addressing administrative questions or issues that may arise.

Nicholas graduated from the University of New Orleans in 2022 and 2018 with an M.S. in Finance and a B.S. in Marketing, respectively. He passed FINRA's SIE exam March of 2023 and moved to Dallas within the same year. Nicholas' passion for finance and desire to conquer life's financial journey landed him at Generational Private Wealth Partners in December of 2023. He looks forwards to assisting clients in meeting their financial needs and building lasting relationships. Outside of work, he primarily enjoys cinema, music, fitness, and comedy.

• TX

Mary graduated from Texas Tech University in 2021 with a B.B.A. in Finance. Amongst her career at Texas Tech she interned with Generational Private Wealth Partners during the summer of 2019. Following graduation, she began her financial career and obtained the FINRA Series 7 and Series 63 licenses. Mary rejoined the team in July of 2022 as a full time Client Associate. Mary’s passion for relationship building and empathetic nature drives her service to clients. She aspires to continue her financial education and become a financial advisor in the future.

• Texas Tech University, B.B.A. in Finance: 2017 - 2021