Gena Meredith partners with The AmeriFlex Group®

Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Gena Meredith. Previously affiliated with Park Avenue Securities, Gena joins the firm with $78 million in assets under management. A native of Landrum, SC, she brings a strong connection to her community, along with a client-focused approach to financial planning. Gena is joined by her daughter, Sarah Lawter, who will become a second-generation Advisor under Gena’s mentoring and guidance.

Gena’s practice is centered around helping individuals, families, and business owners build and protect their financial confidence. Her areas of concentration include retirement income planning, estate protection & preservation, business planning, and exit strategies for business owners.

Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “We couldn’t be more excited to welcome Gena and Sarah to our Hybrid RIA. This multi-generational partnership enhances Gena’s ability to serve clients with both seasoned experience and a fresh perspective, while also reinforcing her commitment to building a legacy for the families and businesses she advises.”

We are pleased to have Gena and Sarah join the AmeriFlex family. We’re eager to build a strong and lasting relationship together and remain dedicated to supporting their ongoing success and development for years to come.

The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.

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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732, by email at jesse@theameriflexgroup.com, or visit us at www.theameriflexgroup.com.