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Our People

At our firm, we believe our teamwork based approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Charles graduated from West Texas State University with a BBA in Marketing. In 1992, he joined Dean Witter, now known as Morgan Stanley. In 1994, he was awarded “The National Sales Director’s Award.” This honor is...

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Austin joined Genesis Financial Group in May of 2013 after graduating from Baylor University with a Bachelor of Business Administration. During his time at Baylor, Austin double majored in Professional Sales and Marketing. Austin was...

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Brian, a Richardson, Texas native and JJ Pearce High School graduate began working as an independent personal financial advisor in 1988 with Primerica Financial Services. Following successful years from 1999 to 2004 at UBS Financial...

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Renae Smith joined Genesis Financial Group in 2005 after a 20 year career as a teacher and coach for Amarillo Independent School District. Renae helps with meeting our clients, customer service and remembering clients on special...

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I am excited about my position with Genesis Financial Group and I look forward to continuing to develop my skills in customer service, bookkeeping, and problem solving. I enjoy receiving and solving challenging tasks, and I also love...

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