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Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right guidance, and an ardent dedication to pursuing your goals, together.
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David emphasizes wealth management with a focus on retirement income and estate planning strategies, legacy planning, education funding, and structures for charitable giving. Drawing on the specialized knowledge gained from obtaining the CRPCTM designation, one of David’s primary focuses is helping his clients plan for retirement. He assists clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then. He not only looks at his clients’ savings and investments, but also the potential impact of Social Security, long-term care expenses, cost of living, and Medicare.
David earned a B.S. in Marketing from Florida State University and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).
David has been married to his wife, Brooke, since 1997, and they have two children, Sam and Jessie, in Fort Myers, Florida. Outside the office, David loves to fish and serves on the board of directors for two local charities in Southwest Florida, and is a proud member of Freedom Church.
With more than 30 years of investment industry experience, Jason assists clients in identifying and establishing their financial needs and goals, focusing on the creation of investment strategies and portfolio review.
Jason attained the Chartered Mutual Fund CounselorTM designation, which identifies those individuals who have successfully completed coursework covering the characteristics of open and closed-end funds, risk and return, asset allocation, and retirement planning. He earned a B.S. in Finance from the University of South Alabama and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). Jason manages discretionary accounts for Genesis Wealth Management.
Jason has lived in Southwest Florida since 1993 and has been married to his wife, Diane, since 1990. Outside the office, Jason is an active member of the Southwest Florida Sigma Chi Fraternity Alumni Chapter and proud member of Next Level church. In addition, he previously served as Chairman of the Board for the Salvation Army of Lee, Hendry, and Glades County.
Diane leverages her extensive experience in customer service to enhance the team’s client experience. Her focus is on providing support to the team and addressing client expectations and account related needs. In addition, she is responsible for handling the day-to-day operations as it relates to clients’ accounts.
Diane earned a B.S. in Accounting from Troy University and holds Series 7 and 66 securities licenses. Prior to joining the Genesis Wealth Management team, she served as a Certified Public Accountant (CPA) and as a Financial Analyst.
Diane has lived in Southwest Florida with her husband, Jason, since 1993, and they have two adult children, Jordan and Joshua. After becoming empty-nesters in 2017, Jason and Diane made the decision to work together with Genesis Wealth Management. Outside the office, she enjoys various outdoor activities, relaxing with a good book, and spending time with her family.
Jake joined Stifel and Genesis Wealth Management in 2025 after a move from Minnesota to Florida and spending 16 years as an Operations Manager at RBC Wealth Management. He is committed to providing top-tier client service to their clients while assisting the team with their administrative needs.
Outside the office, Jake enjoys golfing, traveling, and going to the beach.
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