Our Team
Here at Generational Asset Planning, we pride ourselves on our decades of combined industry experience and commitment to personalized financial strategies. With a focus on understanding each client's unique needs and goals, our team is here to guide you through every step of your financial journey.
From comprehensive financial advising to investment management and beyond, we're dedicated to providing tailored strategies that help guide you to realizing your short-term and long-term financial aspirations.
What We Do
Helping Families and Individuals Build and Transfer Wealth Effectively to Current and Future Generations.
We firmly believe that there is no one-size-fits-all approach to financial advising. Our team is committed to providing personalized financial services, ensuring that each client receives a plan and approach that's completely customized to their experience, comfort level, and goals.
We are dedicated to guiding you towards financial well-being with strategies that are uniquely tailored to your individual needs; helping you navigate your financial realm with clarity.
Our Values
Transparency, honesty, and exceptional customer service are at the core of everything we do. We believe in providing clear and straightforward communication, ensuring that our clients fully understand their financial options and decisions. With a commitment to integrity and sincerity, we strive to build trust and foster long-lasting relationships with our clients, always putting their best interests first.
Tre Panagos
Financial Advisor
As a Financial Advisor, Tre Panagos carries on a legacy of client care and financial stewardship. With 13 years of experience under his belt, he empowers clients through personalized financial strategies.
Adilene Suarez Antillon
Office Manager
As the Office Manager at Generational Asset Planning, Adilene is celebrated for her organizational skills, personable nature, and appreciation for connecting with all types of people to create a welcoming and efficient office environment.
Rowdy Spears
Financial Advisor