Team At Generations Asset Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 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. Joan Lyons, CFP® Managing Partner | Financial Advisor (570) 972-2135 (570) 972-2613 firstname.lastname@example.org Joan is a native of the community and has lived most of her life in Union County, PA. Having grown up the youngest of five daughters on her family’s peach orchard and monument business, she was taught the value of hard work and... Read more Wendy Bowes, CLTC Managing Partner | Financial Advisor (570) 748-4222 (570) 972-2613 email@example.com Wendy is a native to the Lock Haven community and grew up in Flemington, PA. She is the youngest of three children and attended Lock Haven High School where she participated in many activities such as chamber choir, service... Read more Michael Barrett Managing Partner | Financial Advisor (570) 972-2139 (570) 972-2613 firstname.lastname@example.org Michael Barrett is a Susquehanna Valley native having grown up in Winfield. He was a 2007 graduate of Lewisburg Area High School. He attended Gettysburg College and was a 4 year letterman in Football. He received a B.A. in Business... Read more Nate Wagner Client Services Associate (570) 972-0251 email@example.com Nate Wagner joined Generations Asset Management in 2019. Prior to joining the team Nate started his career in sales in the auto industry. He quickly found success and was promoted to Sales Manager of one of the largest auto groups in... Read more Lisa Weiser Operations Associate (570) 972-2613 firstname.lastname@example.org Lisa, a member of the Generations Asset Management team since December of 2018, is tasked with creating and maintaining a proactive and consistent service model for clients. She is dedicated to ensuring that the clients receive the... Read more Have a Question? Name Email Address Question Thank you! Oops!