692

Paul Duval

President

Paul Duval has served as president of Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993. In this role, Paul is responsible for leading the firm’s growth and managing several client relationships.

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690

Ron Aines

Vice President

Ron has served as a vice president at Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1997. In his role as vice president, Ron is responsible for integrating financial planning and investment strategy for clients.

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694

Nick de Peyster

Chief Investment Officer

Nick de Peyster has served as a Managing Director and Chief Investment Officer of Genesis Wealth Advisors, LLC since 2011. In this role, Nick is responsible for directing the firm’s overall investment strategy.

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705

Suzanne DiFalco

Client Service Manager

Suzanne DiFalco is the Client Service Manager at Genesis. Her responsibilities include account opening and contracting as well as maintenance and cashiering. She is the primary point of contact for most of our client requests.

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928

Dan Duval

Manager, Technology Solutions

Dan Duval is the Manager of Technology Solutions and a Financial Planning Consultant. He also manages the firm’s trading desk. Dan worked part-time at Genesis throughout high school and college and has been a full-time employee since 2009.

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930

Joan M. Gagnon

Senior Wealth Consultant

Joan has served as a senior wealth consultant with Genesis since 2013 when she merged Gagnon Wealth Management, the firm that she founded, with Genesis Wealth Advisors.

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926

Geoffrey Kurinsky

Portfolio Manager

Geoff Kurinsky is a Portfolio Manager focusing primarily on fixed income solutions. He has worked for several large institutional money managers including MFS where he managed MFS Bond Fund and the fixed income portion of MFS Total Return Fund.

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703

Paul Stone

Manager, Business Development

Paul F. Stone is the Manager of Business Development and a Financial Planning Consultant working in the Stoughton, MA office. Paul has been in the Financial Services industry since 1999.

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922

Megan Meskill

Wealth Management Associate

Megan Meskill is a Wealth Management Associate at Genesis. She works with the advisory team to design and implement comprehensive financial plans and investment management programs.

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924

Linda Hampton

Operations Associate