our team
Meet The Team
At Generations Wealth Partners, our dedicated team of financial professionals brings a wealth of experience and personalized service to help you achieve your financial goals. Get to know the experts who are committed to guiding you towards a prosperous future.
Todd Whatley JD, CELA*
Todd is a Certified Elder Law Attorney and financial advisor that has been helping seniors and people of all ages protect their assets and steward their wealth for over 25 years. Todd is the former president of NELF, the National Elder Law Foundation, and one of only 4 CELA* professionals in Arkansas.
Todd’s commitment to only working in the clients best interest has been unwavering for his entire career. He is an advocate for education on legal and financial issues, and speaks nationally to professionals and the public alike in order to share his wisdom and expertise.
Todd’s commitment to only working in the clients best interest has been unwavering for his entire career. He is an advocate for education on legal and financial issues, and speaks nationally to professionals and the public alike in order to share his wisdom and expertise.
Ian Weiner CFP®
Ian is a Certified Financial Planner(TM) who specializes in complex planning for retirees, business owners, and families intent on passing wealth strategically to the next generation.
Ian focuses on more than just the technical aspects of financial planning, helping clients understand that creating a successful retirement or legacy plan on paper isn’t as challenging as living it well, or empowering the next generation to maintain the values, vision and behaviors you worked so hard to create.
Ian focuses on both education and empowerment, helping client make the most of their Wealth (defined as Time, Energy, Assets and Attention).
AR License 18319061
Ian focuses on more than just the technical aspects of financial planning, helping clients understand that creating a successful retirement or legacy plan on paper isn’t as challenging as living it well, or empowering the next generation to maintain the values, vision and behaviors you worked so hard to create.
Ian focuses on both education and empowerment, helping client make the most of their Wealth (defined as Time, Energy, Assets and Attention).
AR License 18319061
Sarah Whatley
Case Manager
Specializing in Medicaid planning and assistance, Sarah brings expertise and a keen eye for detail to help our clients navigate complex processes and simplify planning.
Specializing in Medicaid planning and assistance, Sarah brings expertise and a keen eye for detail to help our clients navigate complex processes and simplify planning.
Trisha Ayers
Director of Marketing
Trisha leads our marketing efforts with creativity and a strategic vision. Her work in spreading awareness about our services ensures that we can reach and assist more families and individuals in need of guidance.
Trisha leads our marketing efforts with creativity and a strategic vision. Her work in spreading awareness about our services ensures that we can reach and assist more families and individuals in need of guidance.
Fabiana Boscan
Receptionist
Fabiana is often the first point of contact for our clients. Her warm demeanor and professionalism set the tone for the supportive and welcoming environment we strive to provide at our firm.
Fabiana is often the first point of contact for our clients. Her warm demeanor and professionalism set the tone for the supportive and welcoming environment we strive to provide at our firm.