Pamela is the founder, CEO, and the lead client advisor of Generations Wealth. With 25 years of experience in the financial services world, Pamela leads a team that embraces a personalized, holistic approach to wealth and financial management.

Pamela enjoys developing and maintaining relationships, making connections, and creating solutions using her knowledge and experience in financial planning, tax strategies, and building investment portfolios. She believes it’s important to set up a disciplined system of maintenance and communication to keep plans fresh and relevant.

A long-term client said “There are two things that set Pamela apart. First is her desire to creatively problem solve. Most of my assets are invested non-US start-ups. Rather than shy away from ever-changing foreign banking, disclosure and tax laws, she embraced the challenge so I could pursue my unique investment and charitable interests. Second is her extraordinary capacity to listen and care for people. My children and parents all have meaningful, trusting relationships with Pamela. This is essential in handling the ‘multi-generation’ transfer of wealth."

Pamela graduated magna cum laude from the University of Cincinnati with a bachelor’s degree in business administration in accounting. Her career began at Deloitte in audit and tax before she ventured into the Registered Investment Advisory world.

When she isn’t working, Pamela’s activities include traveling, exercising, gardening, and attending church with her family.

** The CFP® certification is granted by Certified Financial Planner Board of Standards, Inc. (CFP Board). To attain the certification, the candidate must complete the required educational, examination, experience and ethics requirements set forth by CFP Board. Certain designations, such as the CPA, CFA and others may satisfy the education component, and allow a candidate to sit for the CFP® Certification Examination. A comprehensive examination tests the candidate’s ability to apply financial planning knowledge to client situations. Qualifying work experience is also required for certification. Qualifying experience includes work in the area of the delivery of the personal financial planning process to clients, the direct support or supervision of others in the personal financial planning process, or teaching all, or any portion, of the personal financial planning process. CFP® professionals must complete 30 hours of continuing education accepted by CFP Board every two years.

Steve designs investment portfolios and educates our clients on the markets, the economy, and the firm’s investment philosophy, via one-on-one meetings and essays. Steve communicates complex financial concepts in an understandable way, and he appreciates learning about our clients’ lives and aspirations.

Steve has a bachelor’s degree in history from The Ohio State University where he studied business history with a focus on the development of financial institutions. Prior to joining Generations Wealth, he worked as a senior investment specialist with Fidelity Investments and as an investment advisor with J.P. Morgan Private Bank.

Outside of the office, Steve races sailboats, collects and reads books, and writes history (published works include Winging It: Oracle Team USA’s Incredible Comeback to Defend the America’s Cup). Steve serves as chairman of the selection committee of the America’s Cup Hall of Fame and is a member of the steering committee of The Sailing Museum in Newport, Rhode Island.

Ashley simplifies the complex financial lives of our Personal CFO Clients by providing sound guidance and tailored service. Her role is a blend of relationship management and project management. Ashley reflects, “It’s a goal of mine to make our clients feel a sense of relief that we’re managing their complete financial picture.”

A graduate of Liberty University, Ashley earned her bachelor’s degree in broadcast communications and minored in cross-cultural studies. She subsequently obtained an executive certificate in financial planning from the Xavier University Leadership Center. Before joining Generations Wealth, she worked as a private banker, bank officer, and securities-licensed sales associate with Fifth Third Private Bank where she managed over 95 high-net-worth households.

Ashley and her husband, Brent, live in Sycamore Township with their four young children. They love exploring the outdoors, swimming, travel, and quality time with their large extended family. Additionally, they regularly volunteer with their church and with various local outreach ministries. Ashley has a passion for mentoring at-risk youth and cross-cultural travel and ministry.

Jessica oversees the daily flow of investment and financial account data in our reporting/trading systems. This means monitoring the cash reserves of our clients to assisting our investments team with trading and portfolio management. She also helps create customized investment performance reports and personal financial statements for our clients.

Jessica graduated from the University of Cincinnati with a bachelor’s degree in Accounting.  Jessica earned her CPA credentials in February of 2024.  Prior to joining Generations Wealth, Jessica completed four internships within the Audit department at Deloitte from 2018 to 2022.

Jessica resides in Cincinnati, Ohio where she enjoys fashion, exercising, and is an avid foodie. Jessica also enjoys traveling and trying new things.

Rob navigates the complexities of the tax code to help our clients remain compliant while minimizing their tax liability. His attention to detail ensures the highest quality of service; Rob believes that “the smallest detail can have the greatest impact”.

Rob earned his BS/BA in Business Administration, with an emphasis in accounting, from The Ohio State University, and his MBA from Xavier University.  He has been a CPA for over 30 years and is a member of the Ohio Society of CPAs. Rob has spent most of his career in public accounting serving individuals and small to medium-sized businesses. He has also worked as CFO in private industry, and as treasurer for various non-profit organizations, including the Wood-Byer Foundation.

Rob married his wife Dara in 1988. They look forward to weekly FaceTime calls with their children and grandchildren who live in Dallas. Rob enjoys staying active, competing in golf, pickleball, and tennis.

Laura’s duties, as office manager, include maintaining the office space, human resources, schedule coordination, and bookkeeping. In her client-facing role, she establishes our clients’ accounts and other account service-related requests such as money movement. She also supports the tax department by managing client tax documents and facilitating client tax return processing. Laura has a pulse on the day-to-day operations of Generations Wealth and is always happy to help our clients.

Laura has a Bachelor of Science in accountancy from Miami University. She started her career as an audit associate at a large public accounting firm but switched gears along the way to explore other interests. Prior to working at Generations Wealth, Laura stayed at home with her three children and ran her own part-time freelance photography business. Laura has returned to her accounting roots to offer value to the Generations Wealth team. She is also a certified notary public for the State of Ohio.

Laura lives in Loveland, Ohio with her husband Troy and their three children. She relishes spending time with family, exploring her creative side through photography and cooking, and staying connected to friends by participating in a women’s running group.

Shawn participates in operations of the firm including implementing strategic technology initiatives and managing compliance. With his passion for people and technology, Shawn is motivated by developing and maintaining a service that benefits the lives of our clients.

For 25 years, Shawn has managed complex and global technical operations for Fortune 500 companies, including The Nielsen Company and Anthem, where he oversaw the execution of large-scale business systems that drove efficiency and automation. His talent and experience for thinking strategically are valuable assets for Generations Wealth.

Shawn holds a bachelor’s degree in computer science from the University of Cincinnati.

Shawn values spending time with his wife, Pamela. Together, they have two children and as a family are active at Crossroads Community Church. Shawn also enjoys running, golfing, cooking, is a "car guy" and all things car detailing.

Kathy provides general administrative support at our office and, for our personal CFO clients, she manages and tracks the flow of financial statements, checks, receipts, and other documentation. She admits, “I am a nurturer by heart, so I have always enjoyed being in an administrative capacity, assisting our clients and fellow team members.”

Kathy holds an associate degree in business management from Cincinnati Technical College. She joined Generations Wealth in 2020, having spent most of her career at The Procter & Gamble Company where she served in a number of roles from lab assistant in the soap division to facility coordinator of an advanced research site.

Kathy has two children, both graduates of Ohio University. She and her husband live in Evendale. Kathy has been a passionate volunteer for the Leukemia & Lymphoma Society after her brother died from Non-Hodgkin’s lymphoma in 2009. She enjoys shopping especially at craft shows, attending live theater and music, reading, and watching sports, especially when her family members are participants.