Led by a second-generation family of industry pioneers, Generational Planning Strategies (GPS) is a living legacy. Our wisdom is hard earned and well protected within an active and constantly evolving culture of excellence.
Check the background of this investment professional on FINRA's BrokerCheck (Robert Ashton)
Bob began his career in the Financial Services Industry in 1970 after completing his formal education with a major in business at Weber State. As the founding advisor for GPS, Bob has been instrumental in enabling his clients to transform their businesses into vibrant multigenerational organizations.
"Our Goal Is To Help Transition Clients From Being A Family Business To Being A Business Family."
During Bob’s first 20 years in the Financial Services industry, his focus was helping his friends and clients start and grow their businesses. To his disappointment, he watched many of the most successful businesses in his area fail as the second and third generations took over. In 1987, Bob created GPS to assist clients in becoming the 10% of small businesses nationwide that succeed into the third generation. Over the next 20 years, Bob has been instrumental in enabling his clients to successfully transition their family business into “business families.”
Bob is a graduate of the Masters Program of the Strategic Coach Program®, the premier coaching program for successful entrepreneurs. He also spends time each year with many of the world’s foremost experts in planning through invitation-only organizations such as The Forum 400, MDRT, Top of the Table, Empowered Wealth, and Entrepreneurs Matter.
Bob spent many years as a board member of the Tri-Cities Cancer Center Foundation. From 2008 to 2010, Bob and Ann traveled to New York City to help develop skills of the unemployed. Bob enjoys spending time with his wife and business partner of over 45 years, his seven kids and over thirty grandchildren.
Check the background of this investment professional on FINRA's BrokerCheck (Todd Ashton)
Todd joined GPS in 1993 after completing his formal education at BYU-Idaho.
"Like Many Of Our Clients, We’re
In order to better serve his clients ongoing needs, he continually seeks opportunities to increase his knowledge and wisdom. To be at the forefront of evolving planning techniques, he attends several of the most sought after planning forums such as the MDRT, Empowered Wealth, and Entrepreneurs Matter. As a member of these organizations, Todd collaborates with many other second-generation advisors to learn strategies that can be used to help his clients. Todd is a past president of the Tri-Cities chapter of the National Association of Insurance and Financial Advisors and has served on their board.
"It All Comes Down To Helping
Todd is passionate about giving back to his community and has served on the board of the Othello School District Music Boosters and the Othello Fair and Livestock Sale. He is also active in his local Boy Scout troop and enjoys helping youth to achieve their potential. He is an avid Harley Davidson rider but mostly enjoys spending time with his wife of over 25 years, Dena, and helping their 5 children be successful in their many activities.
Check the background of this investment professional on FINRA's BrokerCheck (Tony Ashton)
Tony joined GPS in 1993 after completing his formal education at BYU-Idaho.
As a partner/advisor at GPS, Tony focuses on developing his client's specific vision for their future. Tony serves family businesses that rely on his direct and honest approach to business planning, investment advice, risk management and insurance planning. He meets with each client at their place of business to gain valuable perspective of the culture and values they are implementing in their businesses.
"We Help Families Build A 100-Year Plan So Generations Can Prosper From The Wisdom Of The Founder."
In the 25+ years, since Tony joined GPS, he has constantly sought ways to improve his value to his clients through real world education. He currently holds two of the most prestigious designations in the Financial Industry: the Chartered Life Underwriter and Registered Financial Consultant. Tony is also a graduate of the Masters Program of the Strategic Coach
Program®, the premier coaching program for successful entrepreneurs. He also spends time each year educating himself by being involved in invitation only organizations centered around helping closely held businesses become part of the 10% who achieve multi-generational success. These organizations include: The Forum 400, The Million Dollar Round Table, The Top of the Table, The Wisdom Link, and Empowered Wealth.
In his personal life. Tony and his family enjoy spending time together. Tony and Mary believe regular family activities with each other and their children are an essential way to create a family culture that will last for generations.
Check the background of this investment professional on FINRA's BrokerCheck (Stephen Ashton)
Stephen joined GPS in 2002 after completing his formal education at Brigham Young University’s Marriott School of Management. Shortly after returning to work in the family business, Stephen earned the Certified Financial Planner™ designation, which is the recognized standard of excellence for competent and ethical personal financial planning.
As a partner/advisor at GPS, Stephen is passionate about creating meaningful connections with each individual client to truly understand the "why" behind their goals and aspirations. He then provides investment strategies that allow his client's 100 Year Vision's to become a reality.
In his own words:
"What I like most about what I do is helping my clients create a path to attain a brighter future. In the end, it all comes down to helping people attain their goals."
Stephen is passionate about his work as a Certified Financial Planner™, but his greatest achievement will always be marrying the love of his life, Korbi, in 2003. Stephen and Korbi are the proud parents of 6 children. As parents, they are dedicated to helping their children accomplish their wildest dreams.