About

 
 

Sharon Wood

Founder and Legacy Coach

Sharon launched Generational Family Wealth after enjoying a 14-year career at T-Mobile, culminating as the national Director of Leadership Development. She is also a certified Heritage Design Professional™ (HDP™). She uses her skills and training to help families achieve their ideal vision, setting them up for success for generations to come. As a certified Gallup Strengths Coach, she helps individuals, families, businesses, and non-profits leverage their natural talents.

Sharon creates customized solutions for families to successfully transition wealth, stories, values, vision, and leadership from one generation to the next.

 

Sean Wood

Legacy Planner

Sean has spent 13 years in the financial industry and has seen both the opportunity and danger that comes with financial wealth. Sean serves as the point person to ensure your professional team is aligned with your vision and desired outcomes. Sean helps families redirect funds from the IRS to their families and causes that matter to them. Sean is CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy®, a Certified Private Wealth Advisor®, and an Accredited Investment Fiduciary®