Meet the Generations Wealth Advisors Team

Patrick Klozik

Patrick T. Klozik, LUTCF

Partner

Million Dollar Round Table
 

Phone: (361) 594-8160
Email: patrick@generationswa.com

Patrick Klozik brings over 13 years of experience in the financial services industry to his role as partner at Generations Wealth Advisors. Dedicated to helping families and business owners manage their wealth in accordance with their values, Patrick provides customized financial solutions that aim to help clients preserve family, carry forward tradition and leave a meaningful financial legacy.

Patrick earned a BS/BA from Texas A&M University in College Station. He also pursued a financial services education at The American College in Bryn Mawr, Pennsylvania. Patrick’s professional affiliations include membership in the Million Dollar Round Table, NAIFA – Austin, Rotary International and the Shiner Knights of Columbus. He is a registered representative with Lion Street Financial, LLC.

Patrick, his wife Laura, and their son Thomas live on a ranch in Shiner. He is committed to his community and his church, helping coordinate Shiner’s Fourth of July parade and serving on the Pastoral Council. Patrick also supports the American Cancer Society’s annual walk-a-thon.

Mike Scardino

Mike Scardino, CLTC

Partner

Million Dollar Round Table
 

Phone: (979) 725-8860
Email: mike@generationswa.com

Mike Scardino has over 30 years of experience advising closely held business owners and high-net-worth individuals in the areas of estate planning, wealth accumulation and wealth preservation. Taking a holistic, problem-solving approach to wealth management, Mike helps clients work toward achieving their financial goals with personalized service and solutions tailored to their unique family dynamics.

Mike earned a bachelor of science in agri-business from Sam Houston State University. He also holds the Certified in Long-Term Care (CLTC) designation, which represents specialized training in the field of long-term care planning. Mike is a member of the Million Dollar Round Table, an international network of leading financial services professionals. He is a registered representative with Lion Street Financial, LLC.

Mike and his wife Molly have resided in Weimar for over 27 years, where they raised their three children. He is involved in the community through his commitment to Lions Club and other local civic organizations.