Inside First Genesis

ROMAN MCDONALD
PRESIDENT,
FIRST GENESIS FINANCIAL GROUP

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 expertise, 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.

JASON SNIPE
PARTNER
FIRST GENESIS FINANCIAL GROUP

As a Partner, Jason is responsible for developing and maintaining strategic client relationships as well ascreating 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 has also recently been awarded the 2009 Five Star Wealth Manager – Best in Client Satisfaction Award for the Philadelphia Metropolitan Area. He 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.

http://video.fivestarprofessional.com/philwm2009/jasonsnipe

LAMONT A. BROWN, ChFC
PARTNER
FIRST GENESIS FINANCIAL GROUP

As a Partner, Lamont is responsible for developing and maintaining strategic client relationships as well ascreating synergistic alliances to aid the firm’s rapid growth. Prior to joining First Genesis Financial Group, Lamont served as a Financial Representative intern at the Northwestern Mutual Financial Network in the summer of 2000. 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 degree in Risk Management and Insurance, he became a full-time Financial Representative. In 2002, he qualified for the Company Bronze Award and was designated Early Agency Rookie of the Year.

With over ten 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), which is 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, 7, 63, 66 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.

As director of the Wealth Planning Unit, Kristen manages the Wealth Navigator Department, and other projects related to the delivery of Creative Financial Group’s financial-planning services.

Kristen has been with Creative Financial Group since winter of 1999 where she began her career in the Advanced Case Unit.  She worked in the Planning Department in 2001 when Creative Financial Group went into the Fee Planning business and in Fall 2003 was named Director of Financial Planning.

Kristen graduated from Widener University with a BS in Business Administration.  She holds a securities Series 6, 7, 63 and 24 licenses as well as Life, Accident, and Health.  Kristen received her CLU® and ChFC® degrees in 2005 and her CLF® in 2008 all from the American College.  
 

IVANA MARCIAL
DIRECTOR OF OPERATIONS & CLIENT SERVICES
FIRST GENESIS FINANCIAL GROUP

Ivana Marcial has been with First Genesis Financial Group since its inception in 2005.  As Director of Operations & Client Services, she is responsible for management of overall office operations and creating a proactive Client Service Platform that can be easily customized & tailored to each client’s individual needs with the utmost in professionalism and service.

Prior to joining First Genesis Financial Group, Ivana served as a teaching assistant for five years at The Davidson School at Elwyn, a private school dedicated to educating and promoting the development of students, ages 3 – 21, with special needs. 

Ivana is also an alumni of Drexel University, where she majored in Chemical Engineering. Ivana is active in such charities as the Variety Club & Kid’s With Heart and enjoys volunteering her time in community projects.  She currently resides in West Chester, PA with her fiancée, Kyle.  

*The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers.

• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.

• The FIVE STAR Award is not indicative of the wealth managers future performance.

• Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.

• The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager.

• Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected individuals will be awarded this accomplishment in the future.  

First Genesis Financial Group is not affiliated with New England Securities.