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 over 30 days 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 currently serves on the board of the Othello School District Music Boosters. 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 20 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 the vision for his clients. 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 see where they work to learn why they are successful.
"We Help Families Build A 100-Year Plan So Generations Can Prosper From The Wisdom Of The Founder."
In the 20+ years, since Tony joined GPS, he has constantly sought ways to improve his value to his clients through education. He currently holds two of the most prestigious designations in the Financial Industry: the Chartered Life Underwriter and Registered Financial Consultant. Tony is a graduate of the Masters Program of the Strategic Coach
Program®, the premier coaching program for successful entrepreneurs. He also spends over 30 days each year with many of the world’s foremost experts in planning through invitation only organizations such as The Forum 400, MDRT, The Wisdom Link, Empowered Wealth, and Entrepreneurs Matter.
Tony has always been passionate about giving back to his community. He currently is the Chairman of The Jacksen O. Ashton Foundation which is a non-profit charity set up to continue the vision of his oldest son who passed away in a tragic accident. As an Eagle Scout himself, he plays an active role in promoting the values of the Boy Scouts of America with the youth of his community. In an effort to improve the educational opportunities of the future generation, Tony serves on his local school board.
Tony and his family enjoy outdoor sports and volunteering in the community. Tony enjoys spending time with his wife of over 20 years, Mary, and helping his 3 living children become productive members of society.
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.
As a partner/advisor at GPS, Stephen focuses on developing 100-Year Visions with GPS’ business clients and guiding them through family business decisions. Stephen serves clients that rely on his open communication style and insight concerning investment strategy, business planning, risk management and insurance planning. He ensures his clients understand each idea so they can make informed choices along the way.
"What I like most about what we do? It's helping our clients create a path to attain a brighter future."
Stephen is passionate about adding value to his client relationships through constantly increasing his knowledge of financial services and business succession planning. He earned his designation of Certified Financial Planner™ which is the recognized standard of excellence for competent and ethical personal financial planning. Stephen spends time each year collaborating with many of the foremost experts in business planning through invitation only organizations such as The Forum 400, MDRT, The Wisdom Link, Empowered Wealth, and Entrepreneurs Matter.
Stephen enjoys participating in the community and volunteering with the Boy Scouts of America. Stephen and his wife of over 10 years, Korbi, enjoy spending time with their 6 children, encouraging them in their many