Your problem solvers and advocates.
For decades, the StratGen Wealth Partners team has partnered with clients as thoughtful problem solvers and long-term advocates for their goals. We believe the best financial plans are not built around products or transactions. They are built around people, purpose, and the promises that matter most.
Todd Cottingham, MBA, AIF®
President & Managing Partner
Dawn Barringer
Director of Client Services
Michael D. Barone, AIF®
Financial Advisor
Brooke Weiss
Client Services Associate
Aidan Freud
Financial Paraplanner