Meet Our Team

Our advisors bring diverse experience and shared perspective to every client relationship. Together, we provide continuity, insight, and steady guidance.

Our Story

Generations Financial Planning Team

Founded in 2009 by Loren Rex and partnered with Erik Smith in 2014, Generations Financial Planning was designed to help a select group of families achieve their life goals and secure their futures. We remain true to the vision by putting our clients’ needs first, always.

Today, Erik Smith, Nick Acri and Dylan Thomas, along with their office manager Carrie Fuce, client concierge Jeanne Gingerich, and newest addition Jake Zeeb, work to help families like yours invest for the future, for what’s important to you.

We accomplish this as registered representatives with help from our partner firm, Cambridge Investment Research, Inc., an independent and internally controlled firm with $184 billion in assets under advisement (AUA) as of 9/30/2024.

Serving Families Across Generations

Meet Our Team

Financial Advisors & Team Members

As an independent wealth management firm, our sole focus is serving our clients’ needs. At Generations Financial we have no obligations to financial products or house brands, which frees our experts to offer sound advice and services they deem best for our clients.