#USA #Chicago #Genesis Wealth #Todd Brase #Dray Henderson

Genesis Wealth Welcomes Two Esteemed Financial Advisors

Genesis Wealth, a prominent player in wealth management and a non-OSJ branch of LPL Financial, has made headlines with its recent recruitment of two historic advisors from JPMorgan Chase. This strategic hiring aims to boost their influential team, enriching the client experience while expanding their services.

A Look at the New Additions

The two new hires—Todd Brase and Dray Henderson—bring a wealth of expertise that they have amassed over their extensive careers. Based in Schaumburg, Illinois, Todd Brase has dedicated approximately 24 years to the financial industry, with the last 22 of those decades spent at JPMorgan Chase. He has adeptly managed around $350 million in assets under management (AUM) and is known for serving ultra-high-net-worth individuals and families. His commitment to personalized service makes him a significant asset to Genesis Wealth.

On the other hand, Dray Henderson brings 25 years of experience to the firm, exemplifying his dedication to the financial industry as a Wealth Management Certified Professional (WMCP®). With over $301 million in AUM under his supervision, Henderson is passionate about aligning financial strategies with client goals through comprehensive financial and retirement planning.

A Shift in the Industry

According to Kosta Tanglis, the Founder and Managing Partner at Genesis Wealth, these additions align perfectly with the firm's vision of attracting seasoned advisors who seek greater freedom in servicing clients. “Todd and Dray represent exactly the kind of advisors Genesis Wealth was built for – experienced professionals who want to serve clients with greater freedom and intentionality,” he noted. This statement resonates with many seasoned advisors who are reevaluating traditional banking models, realizing that there are more fulfilling paths available.

The firm’s infrastructure is uniquely designed to support experienced advisors as they transition to a model that prioritizes client-centric practices. This includes offering essential resources such as staff, office space in the Chicago area, technological support, and competitive LPL affiliation fees. As Bryan Schneider, Founder and Wealth Advisor at Genesis Wealth, articulated, “Genesis Wealth gives advisors the tools and support to elevate planning and enhance the client experience without compromise.”

The Future is Bright

Both Brase and Henderson acknowledged the comprehensive support that Genesis Wealth offers, which played a vital role in their decision to join this progressive firm. Brase emphasized that the ability to carry out advanced financial and estate planning attracted him to Genesis. Meanwhile, Henderson expressed his eagerness to provide more tailored and purpose-driven services, enhancing his long-term relationships with clients.

The welcome of these two influential advisors signifies a pivotal moment in Genesis Wealth's growth trajectory. This recruitment highlights the firm’s popularity among bank-based advisors, demonstrating their desire to adopt a more independent, flexible approach to wealth management. Genesis Wealth is currently managing a robust $2.5 billion in client assets and continues to attract driven professionals eager to make their mark in a dynamic industry.

Conclusion

As Genesis Wealth positions itself as a leader in the wealth management sector, the formidable expertise of Todd Brase and Dray Henderson serves to enhance its offerings. With these strategic appointments, Genesis Wealth is not just growing its talent pool but also solidifying its commitment to providing unparalleled service to its clients. The firm’s unique approach is designed to not only accommodate experienced professionals but to foster an environment where client success remains the priority. For more insights into their strategies and offerings, visit Genesis Wealth's website.

Through these developments, Genesis Wealth exemplifies how tradition and innovation can coexist, paving the way for a new era in wealth management.