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Our Team


The Gen Wealth Group

The GenWealth Group Core Values

  • Be Big. Be Bold
  • Have Fun
  • Take Great Care of Our Clients and Our People
  • Be Energetic and Dynamic
  • Be Generous


Teamwork

Personality

We each bring unique skills to the table as a dynamic team.  We're innovative, collaborative, and passionate about offering outstanding service. Good character, approachability and integrity matter. We not only share our professional expertise with our clients, but also with each other.

Synergy

At The GenWealth Group, we work together to deliver the best results for our clients. We work effectively every day because we have a shared sense of purpose to serve our clients and grow our firm.

Energy

We have a positive and encouraging team spirit that is clearly evident to our clients and our teammates. 

Purpose

At The GenWealth Group, our collective expertise aims to deliver the best results for our clients.
As a Registered Investment Advisor, we work to uphold the highest ethical values and

lead with outstanding client service.



Michael P. Leanza, CFP® Photo
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Michael P. Leanza, CFP®

Founder and President

Michael P. Leanza CFP

Michael P. Leanza, CFP®

CERTIFIED FINANCIAL PLANNER™

Founder and President



“Clients are like family to me. When we can succeed in assisting clients accomplish goals it is very powerful and emotionally rewarding to me.”

Mike is the Founder and President of The GenWealth Group where he oversees the firm-wide vision. He also serves as Chief Financial Strategist and is the architect of GenWealth’s proprietary investment approach known as Momentum Portfolio Strategy. Learn More [button]  Mike founded The GenWealth Group on the notion that we could do it better. After many years at some of the nation's largest financial firms, he realized that the limited investment options and constraints placed on him were hindering the value he could offer his clients.
Today, Mike leads a team of financial professionals offering a full range of wealth-management and financial planning services.

Mike is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. He holds a Series 65 license (Investment Advisor Representative) and is licensed in insurance (Health and Life Insurance). He is a graduate of Seton Hall University (BS 1989/MBA 1991).


Getting to Know Michael:

A native of New Jersey, Mike and his wife Cherie (co-founder of the firm) are parents of two teenagers. Mike enjoys cycling, skiing and traveling. He is an avid BIG EAST basketball fan and is partial to the Pirates of Seton Hall University, his alma mater.

Best advice I ever received: 

My Dad said: “Don’t ever get so busy that you don’t have time to think”. He also taught us not to worry about what others were doing, but to do what was right for ourselves.

Favorite musical artist: 

Bruce Springsteen

Historical figures I’d love to meet: 

Ronald Reagan, Theodore Roosevelt, JP Morgan

Braden Schipke, CFP® Photo
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Braden Schipke, CFP®

Senior Financial Advisor

Braden Schipke CFP

Braden Schipke, CFP®

Senior Financial Advisor



“Our clients share their lives and trust us to help guide their financial future. I focus on listening to our clients and then step back to take a view through their ‘lens’. Through the ups and downs of retirement, it is important for clients to know that I am always there for them.”

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ professional at The GenWealth Group. He is responsible for managing relationships for many of the firms’ clients and ensures their financial plans are designed to help achieve their unique goals. Braden works diligently to understand each client’s unique situation. He has worked extensively with those approaching retirement to help them answer the many questions they will face.

For more than a decade, Braden’s work in the industry has earned him experience in financial planning, investment management, lending, banking, charitable planning, estate planning, insurance, and employee retirement plans. With special training as a National Social Security Advisor (NSSA®), Braden helps guide clients in decisions about this important benefit program.

Braden holds BS degree in Business Management from Hofstra University. Prior to joining the firm, Braden was a relationship manager at HSBC Bank USA in Morristown, NJ and provided banking and wealth management solutions to clients. Braden is Vice President of the Board at Family Connections, a non-profit, community based counseling and family service agency. Braden also has experience in specifically helping women take charge of their own finances and transition successfully after experiencing divorce or other life events.


Getting to know Braden…

Braden is Vice President of the Board at Family Connections, a non-profit, community-based counseling, and family service agency. The organization provides programming for childhood social/emotional development, mental illness, addiction, poverty, domestic violence, and child abuse.

In his free time, Braden enjoys playing tennis, traveling and spending time with his family and friends.

Interesting Fact:

Braden has a US Postage Stamp collection that dates back to the 1920s

Favorite Movie:

Forrest Gump……life really is like a box of chocolates!

Inspirational Quote:

“Make each day your masterpiece” – John Wooden

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Kevin Worley

Associate Financial Planner

Kevin Worley

Kevin Worley

Associate Financial Planner



“When someone entrusts you with such an important piece of their livelihood, it creates an immediate bond. That relationship grows with each interaction and those people become like family.”

Kevin is Associate Financial Planner at The GenWealth Group, where he supports the advisors in our firm by preparing data and analysis for client Portfolio Review meetings and retirement projections.

He attends client meetings to ensure seamless management of the client’s financial plan and counsels on other matters including Medicare and Social Security. With special training as a National Social Security Advisor (NSSA®), Kevin helps ensure clients maximize enrollment in these important benefit programs.

He is also the firm’s insurance expert, counseling clients on health, life, disability, and long-term care insurance. Kevin obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2019 through a program at Boston University. Kevin holds a Bachelor of Fine Arts in Musical Theater from Webster University in St. Louis.


Getting to Know Kevin…

Favorite Food: 

Homemade pasta and meatballs 

Favorite Books: 

In the Heart of the Sea by Nathaniel Philbrick

Guns, Germs, and Steel by Jared Diamond

Favorite Quotes:       

“Live as if you were to die tomorrow. Learn as if you were to live forever” 

~Mahatma Ghandi

Cherie Leanza Photo
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Cherie Leanza

Co-Founder, Vice President Marketing

Cherie Leanza

Cherie Leanza

Co-Founder, Vice President Marketing

Marketing & Business Development



“We all need guidance sometimes, but hiring a financial advisor can be daunting.  I’m especially passionate about giving women the confidence they need in taking control of their investment”

Cherie is co-founder of The GenWealth Group where she is responsible for marketing and business development.  She leads the firm’s mission to take great care of clients, and their families, and help them retire ready. Doing so requires a full understanding of a client’s unique situation and offering solutions as they approach this life-transition.  

Cherie spends a great deal of time building and maintaining relationships with clients and understanding their complex, personal needs for overall wellbeing.  A great listener, she brings sensitivity to the issues clients face and the life changes they experience.  Cherie sources a range of services for clients including accountants, attorneys and health care agencies helping ensure peace of mind and stability.  Cherie has nearly 30 years’ experience in Marketing and Business Development.  She is a graduate of Seton Hall University (BA 1990/MHA 1999).

Cherie is a life-long New Jersey resident, but loves traveling abroad.  Away from the office, she is mother of two young adults with college and career on the horizon.  She is particularly passionate about helping women gain confidence and control over their personal finances.  In 2016, she helped develop an ongoing community workshop (Design Her Future) specifically to educate and empower women to take charge of their financial well-being.



Getting to know Cherie…

Cherie finds relaxation in cooking, reading, and all kinds of exercise, including yoga and snowshoeing in the winter.

Favorite quotes:  

“You don’t get a second chance to make a good first impression” ~Will Rogers

“If you give a man a fish, you feed him for a day. If you teach a man to fish, you feed him for a lifetime” ~Lao Tzu, the Chinese founder of Taoism, 4th Century BC

Favorite books:  

The Grapes of Wrath by John Steinbeck; The Help by Kathryn Stockett

Favorite movie:

Moonstruck

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Kimberly DiBlasi

Director of Client Service

Kimberly Di Blasi

Kimberly DiBlasi

Director of Client Service



“Clients place their faith in me to simplify their financial service needs; I take that responsibility seriously. I am genuinely invested in our clients’ success and helping to make their lives less complicated.”

Kim is Director of Client Service at The GenWealth Group. With nearly 20 years in the financial services industry, she oversees the Operations Department and sets service standards ensuring all clients receive the highest degree of care. Kim has long-standing relationships with our clients and has become the “go to” source for all things involving their accounts at The GenWealth Group.

Kim helps our clients simplify the often-complex world of financial services. From basic account questions to complex tax and estate matters, Kim has a keen eye for attention to detail and prides herself on taking ownership of service issues to ensure full resolution. Kim is also a duly commissioned Notary Public of the State of New Jersey. Kim attended Fairleigh Dickinson University. Kim previously worked at Bank of America Investment Services with The GenWealth Group founder, Michael Leanza. She took a leap of faith to join the firm because she believed in his vision and shared his dedication to servicing clients with integrity.


Getting to Know Kim: 

Kim has lived in New Jersey all her life and loves to spend time “down the shore” with her family and friends.  Her favorite things are music, movies, reading, days at the beach, dining out, meditation and dancing. She loves fashion, barbecues, water parks and singing duets (not very well!) with her daughter. 

Favorite Book: Pride & Prejudice by Jane Austen

Favorite Movie: Love Actually

Inspired By: Tony Robbins, Audrey Hepburn, The Dalai Lama, JFK and Ronald Reagan 

Favorite Quotes: “A real decision is measured by the fact that you’ve taken a new action. If there’s no action you haven’t truly decided." - Tony Robbins

 “Nothing is impossible. The word itself says I’m possible.” - Audrey Hepburn 

“Happiness is a decision. You are as happy as you decide to be.” - Unknown

Favorite Color: Pink for breast cancer awareness

 

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Kristen Blair

Senior Office Manager

Kristen Blair

Kristen Blair

Senior Office Manager



“I live here in the same community as many of our clients. Knowing firsthand what’s going on in our towns has been a great way to connect on a personal level with the families we serve.”

Kristen brings deep organizational expertise to our firm as Senior Office Manager. Having held multiple Executive Assistant positions prior to joining us, she runs a tight ship! Kristen is responsible for various aspects of our practice including Compliance, Human Resources, and Financial Management.

In short, she helps us maintain and grow the practice by making sure our team has the right tools and technology to serve our clients best. Kristen holds a BA degree from Rutgers University.


Getting to Know Kristen

A New Jersey native, she moved back to the ‘burbs after 10 years in NYC. She loves nothing more than spending time in her own backyard with her two young children, family, and friends. She enjoys reading, traveling, and an occasional long run.

Favorite quotes:

“Whether you think you can or think you can't, you're right”- Henry Ford

“I'm not a product of my circumstances. I am a product of my decisions” - Stephen Covey

Favorite food:

Mexican and Japanese

Favorite book:

East of Eden

Nicole Casella Photo
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Nicole Casella

Client Service Specialist

Nicole Casella

Nicole Casella

Client Service Specialist



“I see how much our clients value their relationships with our team. We genuinely care about their financial future and it shows; hearing them talk about how they worry less and put all their trust in us makes me feel proud.”

Nicole is responsible for client service and operational support. She brings nearly 20 years’ experience in financial services and prior to joining our firm, she worked at UBS as a Client Service Manager. At The GenWealth Group, Nicole’s role encompasses serving our clients in many administrative functions including client onboarding, contribution and distribution requests, account updates, and client service needs.

Nicole is also a duly commissioned Notary Public of the State of New Jersey.

She is the friendly voice you will hear on the phone when you call our office.


Getting to Know Nicole:

She is a busy mom of two children. She loves watching her daughter light up the stage at her dance competitions and cheering for her son on the baseball field. When not running around with the kids, Nicole enjoys spending time with family and friends, shopping, discovering new places to eat, summers at the beach and jumping in the car for an occasional road trip to explore a new city.

Favorite Food:

Tacos

Favorite Movies:

The Notebook, Saving Private Ryan, Casino

Favorite Quotes:

“Be yourself, everyone else is already taken” - Oscar Wilde

“Believe you can and you’re halfway there” – Theodore Roosevelt