Our People

At Generational Group, our associates make all the difference as they are the driving force behind our success. We live by a code of ethics reflected in our core values and we never forget our clients' primary goals. We are honored to work with business owners who work hard to achieve their dreams. Put our stellar, experienced team to work for you.

Michael Querard Profile Photo: B&W photo

Michael J.
Querard

Senior M&A Advisor, Senior Business Strategist

Ted Rattenberry Profile Photo: B&W photo

Ted
Rattenberry

Managing Director, M&A

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Deborah
Rees

Senior M&A Evaluation Advisor

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David
Richards

Senior Wealth Management Advisor

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David
Robinson

Executive Managing Director and Group Leader

Eric Sandberg Profile Photo: B&W photo

Eric
Sandberg

Senior Business Strategist

Julie Sandoval Profile Photo: B&W photo

Julie
Sandoval

Senior Managing Director, M&A

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J.A.
Schram

Senior M&A Advisor

Steve Schreiber Profile Photo: B&W photo

Steve
Schreiber

Chief Business Development Officer

Ami Shah profile photo: B&W photo

Ami
Shah

Senior Evaluation Associate

John Shipp Profile Photo: B&W photo

John
Shipp​

Evaluation Associate

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Ana A.
Shirley

Senior M&A Recruiter

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Moses
Shmueli

Managing Director, M&A

Jack Sluiter Profile Photo: B&W photo

Jack
Sluiter

Managing Director, M&A

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Kayla
Sparkman

Client Experience Manager

Tom Staszak Profile Photo: B&W photo

Tom
Staszak

Senior Managing Director, M&A

Tom Stephens Profile Photo: B&W photo

Tom
Stephens

Executive Managing Director

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Terry
Stidham

Senior Managing Director

Peter Stone Profile Photo: B&W photo

Peter
Stone

Senior M&A Advisor and Conference Group Leader

Cory Strickland Profile Photo: B&W photo

Cory
Strickland

Senior Managing Director, M&A