Generations Financial Planning Staff

Loren Rex founded Generations Financial Planning in 2009 to help a select group of families achieve their life goals and to feel confident about their futures. We remain true to the vision by putting our clients’ needs first, always.

Today, Loren works with Erik Smith and their assistant, Carrie Fuce to help families like yours invest for the future, for what’s important to you. We accomplish this as Registered Representatives, with Securities offered through Cambridge Investment Research, Inc., an independent, privately owned broker-dealer with assets of $53.4 billion under management.

Every day our team works with our clients to help bring their dreams and goals within reach.