Nathan and Chris built the Generations planning philosophy together, bringing tax, saving, and investing into one coordinated plan. Their approach is nearly identical, but they tend to work with clients in different ways. Choose whoever feels like the better fit, or simply start with either one.
Nathan Mateer, CFP®, EA
Managing Partner · Generations Financial Management
About
I’ve always enjoyed teaching and helping people make sense of complicated decisions. Today, I help families connect the pieces of their financial lives so they can focus on what matters most.
Style in a meeting
I help clients step back from the numbers and see how the pieces of their finances fit together. My goal is to simplify the complex and connect it all back to the life they want to build.
Best fit for
Millennial and Gen Z families doing well financially but struggling to keep up with growing complexity. People who want to make smart decisions, enjoy life today, and build long-term wealth without managing every piece themselves.
Outside the office
Spending time with family, reading classic literature, thinking through solutions to the world's problems, and enjoying a good cup of coffee.
Book with Nathan →
Chris Webb, CFP®, EA
Managing Partner · Generations Financial Management
About
I studied mechanical engineering at the University of Arkansas before making the move into wealth management. The opportunity to work alongside my dad and best friend made the decision an easy one. I bring an engineer’s mindset to financial planning, building detailed plans and projections while making sure the advice still works for the real life behind the numbers.
Style in a meeting
The best meetings are the ones where I listen more than I talk. I like to ask questions, understand how you think, and make sure I have the full picture before jumping to an answer. From there, I can dig into the details and come back with clear recommendations.
Best fit for
If you like understanding the numbers, comparing your options, and digging a little deeper before making a decision, we’ll probably work well together.
Outside the office
Bowhunting in the fall, fly fishing in the summer, working on cars, traveling, and spending time with family
Book with Chris →
Not sure who fits best? Send us a note