“I am the world’s oldest Millennial”, John says jokingly because he enjoys working with young professionals. The Nex|Gen brand is about building the next generation of financial professionals. With his years of industry involvement, he recognizes that client’s financial needs continue to grow, and different generations of consumers require a different approach to financial advice. Having his own kids in this age group sparks his desire to continue teaching the fundamentals of proper planning, combining that with the advances of technology provides him to give his clients the best of both worlds.

The birth of NexGen, “what if we had a team of financial professionals dedicated to working with other young professionals seeking financial advice?” Our NexGen team provides that experience. Our financial professionals are young advisors that are seeking a meaningful career in financial services and want to make a difference in people’s lives. I personally experienced the benefits of this career through teaching others financial education and applying it to my personal life. It brings me so much joy to mentor advisors and see them reach levels of success they didn’t think possible.

Alexa is a Case Design Consultant, who is here to help our team in any way possible. She is driven by the success of everyone in the firm. With her help, your goals of financial wellness are not far away!

Amber Rodriguez's life revolves around her family, friends, studies, career, and personal ambitions. She is dedicated, driven, and eager to accomplish all her goals in order to make a change and leave her mark. Amber will always ensure her client’s best interest is in mind. She will do anything in her power to help her clients achieve their financial goals, and if needed extend her help to their life goals. In her spare time, she loves to spend time outdoors, reading, exercising and traveling because just like her many clients, she too is working to build her dream lifestyle.