Genesis Investments

James Dees is a financial advisor at Genesis Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Genesis Investment Advisors in 2020. His son, Hunter Dees, is a licensed insurance agent with Genesis Insurance Advisors. Genesis Investments provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers customized asset-allocation strategies, including biblically responsible screening options.

Martin Conley is a financial advisor at Genesis Investments with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years and Premier Surfaces Inc. for three years. Genesis Investments provides comprehensive portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers services such as retirement plan consulting and biblically responsible investing through a four-advisor team managing approximately $102.6 million in assets.

Melissa Hill is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Genesis Investments offers portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a combination of fundamental, qualitative, and technical analysis to implement asset-allocation strategies and provides retirement plan consulting to employer plan sponsors.

Michele Sloan is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones and Edward Jones Investments. Outside of her advisory role, she serves as a check signer for Southern Sight and Sound. Genesis Investments manages portfolios for individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, qualitative, and technical analysis to guide asset allocation across various securities and provides retirement plan consulting with an option for biblically responsible screening.