GENEROUS WEALTH ADVISORS - Key Persons
Job Titles:
- Senior Investment Operations Associate
Job Titles:
- Operations Manager / Compliance
Job Titles:
- Financial Planner
- in 2025 As a Dedicated Financial Planner
Carlos joined Generous Wealth Advisors in 2025 as a dedicated Financial Planner, bringing a fresh perspective and a strong commitment to client success.
Carlos is passionate about empowering individuals to achieve financial independence through comprehensive financial literacy education. He believes in always doing what is right by the client, a core value that aligns perfectly with Generous Wealth Advisors.
Carlos graduated from the University of Arizona Eller College of Management with a degree in Finance. Carlos currently holds both his Life & Health and Property & Casualty insurance licenses, as well as the Series 65 license. He is also actively working towards his Chartered Financial Consultant (ChFC®) designation, further enhancing his qualifications.
Prior to joining Generous Wealth Advisors, Carlos gained valuable experience at a specialized national firm, where he assisted dentists and physiatrists with their insurance and financial planning needs. His background showcases his ability to tailor financial solutions to diverse client situations.
Job Titles:
- Financial Operations Manager / Marketing
Job Titles:
- Member of the Investment Committee
- Director of Investments
As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource's middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.
Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm's evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
Emily Glabe serves as Client Services Manager. Emily is a true native of Southern Arizona. She grew up in Amado, Arizona and later moved to Green Valley. She attended Sahuarita High School and graduated form Sahuarita Edge Charter High School. She furthered her education at Pima Community College. She enjoys spending time with her 3 children and her large extended family. She brings deep administrative experience and skills and enjoys working with people.
Glenn Waddell - CCO, Chief Compliance Officer, Chief Legal Officer
Job Titles:
- CCO
- Chief Compliance Officer
- General Counsel
- Member of the Investment Committee
- General Counsel, Head of Enterprise Risk, and Chief Compliance Officer
As general counsel, head of enterprise risk, and chief compliance officer, Glenn holds executive-level oversight for all EverSource legal matters. He develops strategic plans, implements and administers policies, and acts as liaison with regulatory authorities.
Before joining EverSource, Glenn was president of Birmingham Theological Seminary for 11 years. Prior to his time at BTS, he practiced law for more than 15 years with two leading Alabama law firms and served as the regional director for Peacemaker Ministries. Glenn practiced general business law, litigation, and alternative dispute resolution as a member of Wallace, Jordan, Ratliff and Brandt, LLC. As a partner with Balch & Bingham LLP he focused on environmental law, public policy, and governmental affairs. Glenn's law practice has also involved regulatory work in the securities industry related to establishment and compliance of broker-dealers, insurance agencies, and registered investment advisory firms.
Glenn has taught courses as an adjunct professor at the Cumberland School of Law and the Handong International Law School, and has been published in Alabama Lawyer, Cumberland Law Review, and Alabama Law Review. He has served as general counsel for The King's Home and as a certified Christian conciliator for the Institute for Christian Conciliation. While a student at the University of Alabama School of Law, Glenn was selected as a senior editor of the Alabama Law Review.
Glenn is a ruling elder in the Presbyterian Church in America and has served as moderator for Evangel Presbytery. Residents of the Birmingham area for more than 30 years, Glenn and his wife Mary Ann, are parents of four children. Glenn aspires to be an ultra-marathoner, but generally only makes about three miles. On the positive side, that leaves him enough time to enjoy another biography or a game with his family.
Job Titles:
- Advanced Solutions, Financial Planner
I have a CPA and corporate finance background and built a long career educating C-suite executives in corporate finance roles to support both growth and turnaround scenarios. I took a high-touch approach-learning who was across the desk and adapting to their background, communication, and management styles-to help them feel heard and provide a more personalized level of service.
Job Titles:
- Investment Analyst / Operations
Job Titles:
- Senior Compliance Associate
Joseph Schmidt grew up loving numbers, books, and the great outdoors. He started his career doing tax preparation and retirement planning in Southwest Virginia. After work, he would commonly disappear into the Blue Ridge Mountains for a long hike or trail run.
After receiving his B.S. in financial administration from Liberty University and his MBA in financial planning from Indiana Wesleyan University, Joseph earned his CERTIFIED FINANCIAL PLANNER ® designation, Certified Student Loan Professional designation, and Certified Kingdom Advisor designation.
In search of new adventures, Joseph moved to Arizona and started serving young professionals by helping them develop student loan repayment strategies. In 2024, Joseph joined his long-time friend, Bill Stevens, at Generous Wealth Advisors to serve professionals and retirees in Green Valley. In his free time, Joseph enjoys boxing, running, and reading books in coffee shops.
Job Titles:
- Member of the Investment Committee
- CEO of BMSS Wesson Wealth Solutions
- CEO of EverSource Wealth Advisors
- CEO, CFP®, CKA®
As CEO of EverSource Wealth Advisors and CEO of BMSS Wesson Wealth Solutions, Mark envisioned and spearheaded the launch of these new initiatives in 2016. He leads enterprising teams in fulfilling the multi-faceted vision of both ventures.
Mark's career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics. Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management. Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank. As VP of Institutional Accounts at Highland Capital, Mark advised over two hundred wealth advisors and over forty wealth management teams in fourteen states.
Mark has traveled extensively, consulting with and personally investing in business-as-missions companies globally. He and his wife, Missi, have been married for 33 years and are parents of four children and three grandchildren. When he's not establishing new businesses, following investment trends, or analyzing spreadsheets, you are likely to find Mark fishing at his family lake house, welcoming local international students to Birmingham, or cheering for the Crimson Tide.
Job Titles:
- Senior Relationship Manager
Sally has been in the financial services industry since 2008, starting with Ameriprise Financial Services and then moving to other private wealth management companies when she moved to Tucson in 2018. She graduated from Appalachian State University with a BS in Communications and Marketing and is a licensed AZ notary.
She adds value to our clients by having years of experience in the financial services industry. She listens to the clients' needs and addresses them quickly and efficiently.
Sally has 3 sons, two are living in Tucson and one lives in Pennsylvania. She has a
Job Titles:
- Director, Financial Operations
Job Titles:
- Investment Operations Associate