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Bob Lamse

President and Partner

Generational Group

United States, Texas, Plano

About Me

Bob Lamse, President of Generational Wealth Advisors, has a diverse financial background that allows him to tailor unique investment plans to meet specific needs and goals. Prior to joining Generational Wealth Advisors, Bob gained five years of valuable experience as a Tax Manager/CPA and CFP® professional for Ernst & Young in Dallas. He went on to own and operate a successful franchise, which gave him first-hand insight into running a small business. After his time at Ernst & Young, Bob became the Chief Financial Officer for two very successful and fast-growing companies. During his 15 years as CFO, Bob oversaw large investment portfolios for his companies and worked with the maj

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Profile Information

President and Partner

Generational Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

Jul 5, 2025

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