Genesis Insurance & Financial Advisors, LLC, offers a full array of insurance and investment services. We embrace our role as a fiduciary, always acting in your best interests. While many financial service professionals focus on products our experience shows your needs are best met by focusing on processes, strategies, and most importantly, you.
Using a coordinated approach to financial planning and risk management, we parter with a team of registered CPAs, Certified Financial Analysts, attorneys, insurance and mortgage professionals to provide a comprehensive methodology that helps our clients protect and grow their wealth and leave a lasting legacy for their family.
Reid Mortensen has lived and worked in the River Bend area since 1976. After over 25 years 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 to better serve the needs of his clients, always looking out their best interests. He is married to his wife since 1972, Marsha, and they are the parents of six children and grandparents of 21. Reid is active in the Riverbend community is a past president of the Rotary of the Riverbend.