Eric Moleski is founder and President of GEN Financial Management, Inc., a fee-only, registered investment advisory firm. For more than 25 years he has provided comprehensive investment management services and financial planning strategies to small-business owners, retirees, business professionals and others. Eric, a Certified Financial Planner, has also earned the Accredited Investment Fiduciary professional designation from Fiduciary360, achieving this accreditation through formal training in investment fiduciary responsibility.
As the head of GEN Financial, his primary responsibility is working closely with clients to address their financial concerns and help them achieve their financial goals, as well as regularly reviewing investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners and other financial professionals to ensure all GEN’s client’s needs are met.
He graduated from the University of Wisconsin-Stout, receiving a BS degree in Business Administration, and also earned a diploma in International Business from University College of Wales-Aberystwyth.
Eric has been instrumental in improving the lives of children and youth throughout Minnesota by creating GEN Children’s Charity, planning and hosting a golf tournament biennially. All profits from the golf events are donated to various children- centric charities and to date have benefitted, amongst others, Best Prep, Page Education Foundation, College Possible, Bolder Options, Make a Wish.
Eric lives in Plymouth with his wife Hilary and their Labrador Retrievers. He enjoys spending time on the golf course, hunting and biking.
Aaron Lindberg, CFA®, CFP®, MBA, CAP®,CKA®
Chief Investment Officer
Aaron Lindberg merged his wealth management business into GEN Financial Management, Inc. in 2018. He serves as a Financial Advisor and Chief Investment Officer to the firm’s clients.
Aaron’s investment career began in 1996 and has touched many facets of the financial world. He led the competitive research and product development effort for a mutual fund manager. For nine years, Aaron published investment research focused on health care companies. He provided a variety of consulting services, including mergers and acquisitions, competitive research, financial modeling and start-up business consulting.
In 2002, Aaron began to work with financial planning clients and fell in love with the opportunity to make a positive, long term difference for individuals, families and small businesses. He is passionate about philanthropy and strives to help clients maximize the value of their resources.
In addition to a wide range of experience in the investment business, Aaron’s education is also focused in this area. Aaron received a BS degree in Finance from the Carlson School of Management at the University of Minnesota, and received a Master of Business Administration degree in Finance from the University of St. Thomas. Aaron is a Certified Financial Planner, a Chartered Financial Analyst charterholder, a Chartered Advisor of Philanthropy and a Certified Kingdom Advisor.
Aaron has been interviewed on CNBC and has been quoted in a variety of publications including the Wall Street Journal, USA Today and the Minneapolis Star Tribune.
Aaron resides in Plymouth and has been married to his wife, Rochelle, for 24 years. They have four children ranging in age from 18 to 24.
Bryan Vancura, CFP®
In addition to helping clients work toward their financial goals and objectives, Bryan handles GEN Financial Management’s trading and rebalancing duties.
Bryan grew up in Lakefield, Minnesota. He graduated from Minnesota State University, Mankato in 2010 with a BS in Finance – with an emphasis on personal financial planning and insurance – and minors in Economics and Business Administration.
Bryan received his Certified Financial Planner designation in 2015 and enjoys helping individuals and families navigate their financial planning and investment needs on the path to achieving their goals.
Bryan and his wife, Haley, live in Delano, and when not in the office, he enjoys spending time with family, playing golf, and finding any other reason he can to be outdoors.
Josh Moklestad, CFP®
Josh Moklestad came to GEN in 2019 from a Fortune 500 financial planning company. He helps clients work toward their financial goals and objectives, both directly as a Financial Advisor and by assisting our other Advisors in maintaining our client’s financial plans. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2021. He also serves as a member of the investment committee and as GEN’s 401(k) specialist.
Josh grew up in central Iowa and graduated from Grand View University in 2012 where he majored in Accounting and Business Administration with concentrations in Finance and Management. After graduating with honors, he spent several years working in full-time ministry utilizing his leadership, speaking, music and event-coordinating abilities. This helped him cultivate the integrity and people skills necessary to succeed when he reentered the finance industry a number of years ago.
Josh lives in Minneapolis and married his wife Elizabeth in July 2019. They enjoy spending time with family and friends, reading, playing music, basketball, golf, and tennis, exploring new restaurants and breweries, and being outdoors.
Financial Planning Analyst
Jill provides support to our Financial Advisors and is responsible for maintaining our client’s financial plans. She works directly with clients to obtain the details required to prepare accurate plans and projections.
Jill is a member of the investment committee and contributes to our investment research process.
Jill grew up in Browerville, Minnesota. She graduated from St. Cloud State University in 2004, with a BS in Finance. She enjoys working in the financial planning profession and has served in a variety of roles over the past 15 years.
Jill also enjoys spending time with her family, traveling, reading, camping and fishing.
Lisa has been GEN Financial Management’s Office Manager since 2006. She is responsible for providing our clients with outstanding service and keeping our office running smoothly. She is the primary contact for client account maintenance, requests for money transfers, account balance inquiries, and any other client requests.
Lisa completed her associate of science degree as a paralegal in 2008 and is available to help you implement your family’s estate plan. Prior to joining GEN Financial, Lisa was an administrative assistant to the president of a group health plan third-party administrator.
Lisa lives in Independence with her husband, Randy, and their horses, dogs and cats. They have two grown children, Ross and Lydia, and two granddaughters, Claire and Brynn. She enjoys riding, reading, gardening, and spending time with family.
Customer Service Associate
Tracy is one of GEN Financial Management’s Customer Service Associates. She works closely with the advisors to ensure client accounts are maintained and handled efficiently. Tracy is responsible for scheduling financial advisor meetings, client meeting preparation and client service requests.
Tracy has over 30 years of experience in the financial planning and financial services industry. Prior to joining GEN Financial she was a Client Support Specialist for a small independent financial planning firm.
Tracy and her husband, Brian, live in Shoreview and have two grown children, Lauren and Jack. Tracy’s interests include gardening, sewing, and quilting.
Financial Planning Analyst
Taylor provides support to our Financial Advisors and is responsible for maintaining clients’ financial plans. She works directly with clients to obtain the details required to prepare accurate plans and projections. In addition, she is a member of the investment committee and contributes to our investment research process.
Taylor grew up in northwest Iowa and graduated from The University of Iowa, Tippie College of Business with a BBA in Finance in 2019. After graduation she spent a few years working for a Fortune 500 financial planning company before coming to GEN. She also received her CRPC® in 2021.
Taylor lives in Minneapolis and enjoys being outdoors, traveling, gardening, and spending time with friends and family.
CLIENT Service Associate
Heidi is one of GEN Financial Management’s Client Service Associates. She works closely with the advisors to ensure client accounts are maintained and handled efficiently. Heidi is responsible for client service requests and meeting follow up.
Heidi grew up in Sartell, Minnesota. She graduated from Minnesota State University, Mankato in 2014 with a BS in Communications and Minor in Social Welfare. She enjoys working in the financial industry and has served in a variety of roles over the past 6 years.
Heidi lives in Savage with her husband, daughter, and two dogs. Heidi’s interests include spending time with family and friends, hockey, football, golf, music, reading, and getting outdoors.
Claire Henry is GEN Financial Management’s Client Concierge. She works to ensure the proper care and customer service for our clients while working closely with each team member. She values integrity, perseverance, and continuous learning.
Claire grew up in Edina, Minnesota. After high school, she continued her education at Winona State University where she graduated with a degree in Communications and Marketing. Prior to joining the GEN team, she spent several years serving students and families through Community Education.
Claire loves traveling, animals, the ocean and art. She enjoys spending her weekends with her friends and family.