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® CEPA®
Hi, I’m Ian Weiner, CFP®, founder of Generations Wealth Partners. My mission is to help you grow, protect, and preserve your wealth—so you can focus on what matters most. I believe financial planning should be tailored to fit your life and goals perfectly, just like a bespoke suit.
At Generations Wealth Partners, we take a comprehensive approach to wealth management, uncovering opportunities that often go unnoticed. Whether it’s the potential of saving hundreds of thousands in taxes, maximizing your retirement income, or creating a legacy plan for future generations, I focus on crafting strategies that deliver real results and lasting value.
I’m passionate about helping clients align their financial decisions with their values and priorities. That means creating personalized strategies that help you achieve clarity, confidence, and peace of mind about your financial future.
When I’m not working with clients, I enjoy life with my wife, Jes, and our three kids in Northwest Arkansas. Jes, a talented muralist, inspires much of our family’s creativity and adventures. You’ll often find us traveling, exploring art museums, or enjoying great food and wine—one of my personal passions.Let’s work together to design a financial plan that gives you the freedom to enjoy the life you’ve worked so hard to build.
AR License 18319061
At Generations Wealth Partners, we take a comprehensive approach to wealth management, uncovering opportunities that often go unnoticed. Whether it’s the potential of saving hundreds of thousands in taxes, maximizing your retirement income, or creating a legacy plan for future generations, I focus on crafting strategies that deliver real results and lasting value.
I’m passionate about helping clients align their financial decisions with their values and priorities. That means creating personalized strategies that help you achieve clarity, confidence, and peace of mind about your financial future.
When I’m not working with clients, I enjoy life with my wife, Jes, and our three kids in Northwest Arkansas. Jes, a talented muralist, inspires much of our family’s creativity and adventures. You’ll often find us traveling, exploring art museums, or enjoying great food and wine—one of my personal passions.Let’s work together to design a financial plan that gives you the freedom to enjoy the life you’ve worked so hard to build.
AR License 18319061
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.
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Vanessa Sanchez
Practice Manager
Vanessa Sanchez brings a unique blend of organization, precision, and client-focused service to her role as Practice Manager at Generations Wealth Partners. With a strong background in psychology and operations management, Vanessa excels at creating seamless experiences for both the team and clients.
Her ability to manage complex scheduling, handle detailed logistics, and respond to challenges in real-time makes her an invaluable resource for clients navigating the financial planning process. Vanessa’s commitment to accuracy and clear communication ensures every client feels supported and informed at every step.Before joining Generations Wealth Partners, Vanessa honed her skills in high-pressure environments, including as a 911 Tele-communicator, where she mastered decision-making under pressure and maintained calm in dynamic situations. These experiences have equipped her with unparalleled problem-solving abilities and a client-first mindset.
Vanessa’s passion for collaboration and her proactive approach allow her to anticipate client needs, ensuring that every interaction reflects the bespoke care and attention to detail the firm is known for. Whether coordinating schedules, facilitating client onboarding, or supporting the team’s operations, Vanessa is dedicated to helping clients feel confident and cared for.
Vanessa Sanchez brings a unique blend of organization, precision, and client-focused service to her role as Practice Manager at Generations Wealth Partners. With a strong background in psychology and operations management, Vanessa excels at creating seamless experiences for both the team and clients.
Her ability to manage complex scheduling, handle detailed logistics, and respond to challenges in real-time makes her an invaluable resource for clients navigating the financial planning process. Vanessa’s commitment to accuracy and clear communication ensures every client feels supported and informed at every step.Before joining Generations Wealth Partners, Vanessa honed her skills in high-pressure environments, including as a 911 Tele-communicator, where she mastered decision-making under pressure and maintained calm in dynamic situations. These experiences have equipped her with unparalleled problem-solving abilities and a client-first mindset.
Vanessa’s passion for collaboration and her proactive approach allow her to anticipate client needs, ensuring that every interaction reflects the bespoke care and attention to detail the firm is known for. Whether coordinating schedules, facilitating client onboarding, or supporting the team’s operations, Vanessa is dedicated to helping clients feel confident and cared for.