CALIFORNIA CONSUMER - Key Persons
Joan is a native of the community and has lived most of her life in Union County, PA. Having grown up the youngest of five daughters on her family's peach orchard and monument business, she was taught the value of hard work and earning an honest dollar. She was also made to realize the importance of treating people with respect and now recognizes how much of an impact that lesson has had not only on her personal life but on her business.
Her interest in financial services began while working for a local bank. She began her banking career during a time when interest rates were steadily declining. As CD's matured and renewed at lower interest rates, customers would often ask, "Isn't there anything you can do?" That was one of the main triggers that led Joan to seek a career in the industry of financial planning. As opposed to being an order taker for a limited selection of savings vehicles that a bank had to offer, she craved the opportunity to create solutions for client's needs and to help them plan for their futures.
Joan was a financial advisor with MetLife for 19 years in Williamsport and Lewisburg, PA. In 2007 she earned the prestigious CFP® accreditation. Although many professionals call themselves "financial planners," Joan completed extensive training and experience requirements and is held to rigorous ethical standards. Joan believes it is important to be able to tailor the planning and product solutions for her clients. She is a member of the Greater Susquehanna Valley Chamber of Commerce.
Joan has been married for 43 years to her husband, Randy and has a son, daughter, daughter-in-law, and 2 grandsons. She has played the piano since the age of four and taught piano lessons for several years. Currently she has been giving virtual lessons to a niece in Ontario, Canada. With this talent she also accompanied the Buffalo Valley Singers, a local choral group, for several years. Joan is an animal lover and has a Bully Mix named Sammy, who was rescued from a local shelter. Joan also has a particular concern for individuals with Special Needs and has spent much of her time over the years advocating for Special Needs children.
Lisa, a member of the Generations Asset Management team since December of 2018, is tasked with creating and maintaining a proactive and consistent service model for clients. She is dedicated to ensuring that the clients receive the best customer service, whether in the office, on the phone or through email or written communication. Lisa's reliability and attention to detail contribute to the overall success of the Generations Asset Management team.
As the youngest child of small business owners, a strong work ethic was instilled in Lisa at a young age, following her throughout her personal and professional life. Her first job, at age 14, was at Dock View Dairy. Upon graduation from Lewisburg Area High School, she was employed by the Central Susquehanna Intermediate Unit, however, six months later she enrolled in college, graduating in 1983 from The Williamsport Area Community College with an Associate Degree in Business Management. Since then, Lisa's professional career has included positions with two local banks, a non-profit early childhood education organization and a non-profit senior care organization. While in those positions, she developed skills and competency as a Human Resource professional, achieving the Society for Human Resource Management Certified Professional accreditation in 2016.
When not working, Lisa enjoys cooking, bicycling, kayaking, and spending time with her husband Scott; she also enjoys spending time with their children, Josh & his family who live in Snyder County and Katy & her family, who live in Northumberland County. They are blessed to be grandparents to four granddaughters and two grandsons.
Michael Barrett is a Susquehanna Valley native having grown up in Winfield. He was a 2007 graduate of Lewisburg Area High School. He attended Gettysburg College and was a 4 year letterman in Football. He received a B.A. in Business Management in 2011 and minored in Economics. Like many new college graduates entering the workforce in the years following the financial crisis, he faced a poor job market. Michael decided that finding a job in any field in which he was qualified and could gain work experience was the first step. When a position with Metlife arose in his hometown of Lewisburg, he gave it a shot. Little did he know that what started as a first step to gain experience would soon turn into a lifelong career.
Michael became an advisor with Metlife in August of 2011 and began working closely with Joan Lyons in November of the same year. With Joan's mentorship, Michael soon became enthralled with the financial industry. He loves the challenge of producing strategies to help his clients pursue their financial goals. Yet, his favorite thing about coming to the office each day is getting to interact with his clients and getting to know them personally. Throughout his career, Michael has continued to learn and expand his knowledge. He currently holds Life & Health Insurance, Series 6, Series 7, and Series 63 registrations held through LPL Financial, and Series 65 registration held through Good Life Advisors, LLC. He is also an active member in the Greater Susquehanna Valley Chamber of Commerce, the Greater Susquehanna Valley Young Professionals and the Leadership Susquehanna Valley class of 2021.
In his free time Michael strives to live a healthy and active lifestyle. He enjoys watching and playing sports. He also likes to be immersed in nature and spends his time golfing, wakeboarding, skiing, and snowboarding. He currently resides in West Milton with his wife Mindy and their two children, Rylan and Reese.
Job Titles:
- Client Services Associate
Nate Wagner joined Generations Asset Management in 2019. Prior to joining the team Nate started his career in sales in the auto industry. He quickly found success and was promoted to Sales Manager of one of the largest auto groups in the Susquehanna Valley.
One thing that Nate enjoyed in his previous occupation, which transitions to his current role at Generations Asset Management, is working with people to identify each individual's needs and helping them make informed decisions. Nate looks forward to bringing his strengths of careful listening and thorough communication to all the current and future Generations Asset Management clients for many years to come. He currently holds Life & Health Insurance, Series 6, and Series 63 registrations held through LPL Financial, and Series 65 registration held through Good Life Advisors, LLC.
Nate grew up in Union County, attending Lewisburg Area High School. He continued his education at Lock Haven University. Outside of the office Nate is involved in coaching for both the Lewisburg Legion Post 182 Baseball team and the Lewisburg Wresting team. In addition, Nate enjoys his remaining free time fishing and playing golf. An active lifestyle is also important to Nate, so he likes to partake in hiking, going to the gym, and running on the Rail Trail.
Wendy is a native to the Lock Haven community and grew up in Flemington, PA. She is the youngest of three children and attended Lock Haven High School where she participated in many activities such as chamber choir, service organizations, and excelled at track and tennis. She knew at a very young age she wanted to work with medical technology as way to help other people. She attended Lock Haven University where she received a BS in Biology and Chemistry. She then went on to attend Medical Technology School where she received her MT (ASCP) and later worked at the Divine Providence Hospital and Susquehanna Health System. While attending college she enjoyed working summers at a greenhouse where she tended flowers and worked as a cashier in Woolrich Pa.
In 1998, Wendy began her career as a financial advisor by working with her father and later taking over his MetLife Insurance business. She has been able to utilize the same determination, motivation and attention to detail that she learned in her career as a Med Tech also in her role with financial services. Wendy's core values of honesty, loyalty, and compassion shine through as she assists others in planning for their future. She enjoys working closely with individuals to meet their needs. Wendy believes in educating clients about their options and choices and thoroughly explains each step of the process.
Wendy has many senior clients and found it very important to become well versed in long term care planning, so in 2001 she received her CLTC designation. She also recertifies each year for the AHIP to help aid retirees and the disabled in finding Medicare supplements, prescription and Medicare advantage plans.
In her spare time, Wendy enjoys communing with nature, hiking, biking, and traveling. She has a great love for time with family and especially enjoys spending time with her nieces and nephews.