Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Genesis Wealth Management Group, LLC
Genesis Wealth Management Group, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Genesis Wealth Management Group, LLC, is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Jon Payne
Jon Payne’s professional career spans over 38 years of combined experience providing insurance and financial products to clients. His career began in 1983 as an Insurance agent helping people with their life insurance needs. Jon holds his state insurance license in Illinois and Missouri. After working with several national insurance agencies, Jon founded Genesis Financial Group, Inc.
Realizing a need to implement investments for his clients to achieve their retirement goals, he became licensed to provide investment services to the people he serves in 1985. Fulfilling a growing need of his clientele prompted him to get licensed as an Investment Advisor Representative in 1999. In 2011 Jon co-founded the independent Registered Investment Advisory firm Genesis Wealth Management, LLC, an Illinois State Registered Investment Advisory firm. Jon is registered as an Investment Advisor Representative in the states of Illinois, Missouri, and Florida.
He has been married to Robin since 1979, and they are the parents of two children and grandparents of five. He is active in the Metro East Area. He served a total of twelve years on the Bunker Hill School Board, four of them as president. He currently sits on the Macoupin County Board.
Reid Mortensen
Reid Mortensen has lived and worked in the River Bend area since 1976. After 30 years of representing major insurance and financial services firms, he founded Genesis Insurance & Financial Advisors, LLC, and co-founded Genesis Wealth Management Group, LLC, an Illinois State Registered Investment Advisory firm. Reid is registered as an Investment Advisor Representative in the state of Illinois and Missouri. Acting as a fiduciary for his clients, he is under regulatory review to always represent the best interests of his clients. Reid also holds state insurance licenses In Illinois, Missouri, Texas, and Utah.
Reid has been married to Marsha since 1972, together they are the parents of six children and grandparents of 25. Reid is active in the Riverbend community. Reid serves on the Board of Directors of Senior Services Plus, a local 501(c)(3) nonprofit area aging agency established to help enrich the lives of older adults. Senior Services Plus provides opportunities and resources to adults as they age through programs and services that encourage independent living and wellness. Reid is also a past Assistant District Governor of District 6430 as well as a past president of the Rotary of the Riverbend.
Bill Kinkel
Bill Kinkel is registered in Illinois and Missouri as an Investment Advisor Representative and stays up to speed with the latest market developments, technology, and continuing education. Bill’s prior experience includes 17 years as a registered representative creating retirement plans for individuals, business owners and their employees.
A practice built on a conservative approach, Bill utilizes a holistic values-based financial roadmap that is easy to understand, specific to his client’s needs, and becomes the bedrock of a robust financial plan supported with access to best in class investment managers and the latest financial planning, risk, and portfolio assessment technology.
A Greenville University Alumni, Bill earned a Bachelor of Science degree with honors in Organizational Leadership. Bill can work with and support business owners in the review and implementation of operational efficiencies, key employee compensation and creating new and/or benchmarking existing 401K portfolios to ensure compliance with Department of Labor employer fiduciary responsibilities.
Bill and his wife Enid recently celebrated their 41st Wedding Anniversary and are the proud parents of two children and soon to be fourth grandchild. Bill is an Illinois Youth Soccer Association Class A soccer coach, enjoys sports, boating, and riding motorcycles.
Jamie Payne
Jamie Payne graduated from Southern Illinois University Edwardsville in 2010 with her Bachelors of Science degree in Education. Her professional career spans over 12 years of combined education, accountancy, insurance, and financial advising. She currently lives in Bunker Hill, IL with her husband and three children. Jamie is registered as an Investment Advisor Representative in the state of Illinois with Genesis Wealth Management. Jamie also holds an Illinois insurance license. Jamie is active in her community and serves on the Board of Directors of Bunker Hill Chamber of Commerce.