President and Financial Advisor, Fiduciary

Federal Retirement Consultant

With over 20 years of industry experience, Michael has excelled as an agent, principal advisor, and award-winning scratch agency builder. He is not only a man of faith, but also a loving husband and dedicated father. Beyond his financial expertise, he actively contributes to his community, serving as Men's Ministry President and VP of Media Ministry in his church. Michael has also contributed to the development of young athletes as a past coach for boys' football and basketball, and girls' basketball. In addition, he has served as the past VP Booster Club for Statesville Christian School and a Trustee. Michael's commitment to his community and clients is a testament to the comprehensive financial solutions he provides as the founder of Genesis Financial Services Group.

Wealth Management Specialist

Born and raised in New Hampshire, Tim served as a Paratrooper before pursuing a career in finance. With expertise in accounting and wealth management, he joined us after working at various established institutions. Now an independent licensed fiduciary, Tim offers personalized financial solutions to clients, ensuring their needs are met.

CPA, CFP®, PFS

With over 20 years of solid experience in accounting, financial, tax and business consulting, Gloria offers a variety of tailored advisory services to clients. Gloria works closely with clients to help them build their business, also guide them strategically to plan their personal financial future. Gloria works with passion to encourage and inspire people to pursue their entrepreneur and financial freedom dreams.

Rodney Melton Asset Protection Specialist

An accomplished Financial Professional since 2009, Rodney commenced his career selling life and health insurance products. After gaining invaluable experience with two major carriers and achieving notable accolades such as the Fast Start and Honors Awards, he became an independent broker in 2016. Passionate about helping individuals and families reach their financial goals, he provides insightful Financial Freedom training classes.

Financial Consultant

Brooklyn-bred and with over a decade's experience in financial services, Juan uses his personal journey as a compass in his advisory role. His career milestones include stints at Primerica Financial Services, John Hancock Financial Network, MassMutual, Gerstein Fisher, and eventually launching JJL Wealth Management in 2014. Currently, Juan collaborates with SIAA/SAN Group since 2021, providing superior client service and an assortment of financial services and products to ensure the safety and growth of families.

Life, Health, and Medicare Broker

Valerie's background is in retail and customer service. Her main Objectives are servicing the clients and improving their lives where she can. At the end of the day if she can add value to a client’s life, then she has done her job, and service to mankind.

Insurance Agent

From years spent in Real Estate and Financial Insurance, particularly at leading firms like New York Life, Mass Mutual, Mutual of Omaha, and Allstate Insurance, Miguel has mastered the art of assisting clients in growing wealth, protecting assets, and planning retirement. This lays the foundation for a secure financial future for their clients' families. Speaking both English and Spanish fluently, he is well-equipped to serve diverse client needs.

Asset Protection/Property Casualty Specialist

A state-licensed independent insurance professional, whose main objective is to help clients secure The Rite Coverage. Adhering to a mantra of "serving, not selling," Stephen demonstrates professionalism, attentiveness, and honesty in advising on business, homeowner, auto, life, annuities, and health coverage. Outside of work, he celebrates a 24-year marriage and enjoys being a parent to three exceptional children, with interests deeply rooted in spiritual, mental, and physical wellness.