Inside First Genesis

The professionals at First Genesis Financial Group recognize their responsibility to create value for their clients. That’s why we take a team approach to your wealth management strategy that is always client centric. From our wealth management advisors to our client services administration, we understand that our commitment to you means everything from answering phone calls promptly to regular reviews of your plan. Clients come first, that is our philosophy. We help our clients make smart financial decisions in an environment of uncompromising integrity, helping them “Live a Life Well Spent.”



Roman McDonald is Co-Founder and President of First Genesis Financial Group, a firm that specializes in helping business owners, entrepreneurs, and professionals in building financial freedom through a comprehensive suite of financial services, strategies, and products. Prior to forming First Genesis, Roman progressed from being an Associate Planner to a Senior Managing Associate with Creative Financial Group. Roman developed a great wealth of knowledge and experience in the financial services industry, including business and estate planning, charitable giving strategies, and wealth distribution and protection strategies.

After earning a Bachelor of Science degree from Lehigh University, Roman began his career in the investment arena while working on the trading desk for DLJ Direct. As an advocate for helping individuals and businesses meet their financial goals and objectives; Roman has been able to develop his practice into a respected resource for his community and client base. With over 10 years of experience in the financial services industry, his passion and enthusiasm for helping others continues to place him in demand as a speaker for wealth preservation and wealth distribution programs throughout the country.

He currently is a member of the National Association of Insurance and Financial Advisors, and the Montgomery County Association of Insurance & Financial Advisors. Roman is also a member of Kappa Alpha Psi Fraternity, Inc. and the National Association of Guardsmen Inc. He serves on the Mercy Catholic Medical Center Board of Directors, the Legacy of Love Foundation Board of Directors, the Board of Advisors for the West Philadelphia Empowerment Zone Community Trust Board, The Philadelphia Neighborhood Funding Stream Finance Committee, and the Greater Philadelphia Minority Business Strategic Alliance. Roman is actively involved in charities such as Variety Club – The Children’s Charity of Greater Philadelphia, World Impact Ministries, and People For People Inc. a. Roman is married to Dr. Elana O. McDonald and has two children,Roman Jr., and Ryan.





As a Partner, Jason is responsible for developing and maintaining strategic client relationships as well as creating synergistic alliances to aid the firm’s rapid growth. Prior to joining First Genesis, Jason worked with Creative Financial Group as a financial representative, providing financial services.

After earning a Bachelor’s of Science degree in Economics from Villanova University, Jason began his career with Commerce Bank. His responsibilities included personal, as well as commercial loan approvals, maintaining business accounts and developed marketing strategies to acquire new business.

Jason is currently a member of the Correct Connections Professional Group. Jason spends his spare time coaching Little League Baseball and is active in the non-profit organizations of the Variety Club and the Children’s Hope Foundation. Jason continues to get involved in community efforts to improve economic awareness. Jason is married to Roxane Urena.




As a Partner, Lamont is responsible for developing and maintaining strategic client relationships as well as creating synergistic alliances to aid the firm’s rapid growth. Prior to joining First Genesis Financial Group, Lamont served as a Financial Advisor at the Northwestern Mutual Financial Network from 2000-2007. He ranked number one nationally, in Northwestern’s College Internship Program. His success was lauded in USA Today, Northwestern Columns, and the Black Collegian.

Upon graduating from Temple University in 2001, with a Bachelor of Business Administration in Risk Management and Insurance, he became a full-time Financial Advisor. In 2002, he qualified for the Company Bronze Award and was designated Early Agency Rookie of the Year.

With over twelve years in the financial services industry, Lamont’s experience includes wealth management for successful executives, business owners and affluent individuals. Lamont is a member of The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.   MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards, which allows him to provide his clients with the utmost professionalism and service. He has also completed his Series 6 (Investment Company Products/Variable Contracts Representative) 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 66 (NASAA- Uniform Combined State Law Exam) securities registrations and Life Insurance licenses. To complement his responsibilities at First Genesis, Lamont is currently completing continuing education programs to broaden his knowledge base. Lamont maintains his residence in Philadelphia with his wife Amanda and son Lamont Jr.



ACCOMPLISHMENTS, SUCCESS, CHALLENGES, OBSTACLES are what we face on a daily basis. When I was young, my mother was diagnosed with breast cancer at the age of twenty-four. After being cancer free for four years, it returned and she was right back in the fight. She defeated cancer twice and until this day you would never know it. As I got older, I started to realize that very unfortunate things happen in life that cannot be controlled.

FREE FROM CONCERN. In May of 2014, I stopped at my parent’s house for lunch on a Thursday to visit my Dad who was recovering from surgery on his shoulder and found that he had passed away suddenly.  Since these major life events, I have strived to consult and assist others in planning for unexpected and unfortunate circumstances.

PLAN FOR THE FUTURE TO LIVE IN THE PRESENT. Our goal is to put people in the best position so that they do not have to worry about the financial factors that could have an impact on a FAMILY when they have other issues to worry about and activities, vacations, and events to experience with their families.

TIME IS A PRICELESS COMMODITY. The personal issues that I have faced has driven my passion towards the business and my desire to assist others in customizing a plan to fit the goals that they are looking to accomplish is this reason I do what I do and why I strive to work with quality individuals so they can ENJOY THE RIDE!