Our Team

Ken Levy has served as Co-Founder and Partner of 4thGEN Wealth Management, LLC since its founding in 2015.  Mr. Levy began his career in financial advisory services in 1984 and is a CERTIFIED FINANCIAL PLANNER™ professional. Throughout his 40-plus year career, he has guided successful individuals, business owners, entrepreneurs, and retirees in growing and protecting their wealth. With expertise in investment management, retirement income planning, tax-efficient strategies, and wealth preservation, he helps clients organize their financial lives and remain disciplined in achieving their long-term goals.  He holds a bachelor’s degree in business with an emphasis in finance from California State University, Sacramento. 

Ken and Sandy, his wife of 40+ years, grew up and currently live in Lodi.  He enjoys winemaking, cruising throughout the world, working out and swimming, and traveling to see their children and grandchildren.

Corey Daniel has served as Co-Founder and Partner of 4thGEN Wealth Management, LLC since its founding in 2015.  

Corey began his career in financial advisory services in 2001 with Morgan Stanley.  On September 11, 2001, he was attending a training session on the 61st floor of the South Tower of the World Trade Center in New York City.  The terrorist attacks began in the morning, and Corey was still in the building when it was hit by United Flight 175.  He successfully evacuated via Emergency Stairwell “A” and was approximately five blocks away when the South Tower collapsed.

Corey specializes in fee-based financial advisory services, investment portfolio management, tax-reduction strategies, retirement planning, and qualified plan analysis for business owners and plan participants.  Prior to his career in financial services, Corey worked for several technology companies in Silicon Valley.  He holds a Bachelor of Science degree in Industrial Technology with a minor in Consumer Packaging from California Polytechnic State University, San Luis Obispo. 

Corey and Kim, his wife of 30+ years, live in Lodi.  He enjoys spending time at a family cabin in Lake Tahoe, traveling to see their children and grandchildren, and cheering on the 49ers as a forever, faithful fan.

Dudley McGee has served as Co-Founder and Partner of 4thGEN Wealth Management, LLC since its founding in 2015.  Dudley began his career in financial advisory services in 2010. He specializes in retirement plans for small businesses, asset protection strategies and fee-based advisory services.  His professional experience in the real estate industry has made him a valuable resource for real estate developers and investors who desire to diversify their holdings. 

Prior to joining 4thGEN, Mr. McGee had a distinguished career in the homebuilding industry, ultimately serving as President of Community Development for multiple regions at one of the nation’s largest privately-owned homebuilders. In that role, he negotiated and managed the acquisition and development of properties valued in hundreds of millions of dollars.  As a trusted manager for that firm, Dudley oversaw the winddown of operations on behalf of creditors following the financial crisis of 2008.

Dudley grew up in Stockton.  He and Debbie, his wife of 45+ years, live in the country just outside of Lodi.  He enjoys following professional sports and being actively involved in the lives of his children and grandchildren.

DeAnn began her career in financial services in 1987 as a Sales Assistant for Prudential Securities. Her professional background and experience give her tremendous insight into helping our clients with their day-to-day account service needs. DeAnn directly assists clients with opening and updating accounts, coordinating and reconciling client account transfers, and estate settlements.

DeAnn graduated from Willits High School with her identical twin sister, Donna Robbins, and went on to take assorted college and other advance courses related to her career. She lives on a ranch, and enjoys horse camping, fishing, woodworking, ranch projects, and drawing.

Prior to joining 4thGEN Wealth Management, Chris’s career spanned 45 years. 
After attending Trinity Evangelical Divinity School in Deerfield Illinois, he returned to work in the agriculture business that his family owned in Texas. He then entered  full-time ministry serving as a youth pastor in several churches over a ten-year period.

Chris has worked for several firms in financial services as a formerly registered sales assistant for  A.G. Edwards, formerly of St Louis, and as financial advisor for other firms including his own financial planning firm Cornerstone Financial Consultants which he ran for more than ten years.

Prior to joining 4thGEN, Chris was the Stockton office manager and a tax preparer for H&R Block, specializing in small business tax returns. He still carries his CA Insurance license and will be supporting our Wealth Managers with various life insurance, annuity and long-term care projects.

Chris lives in and attends church in Lodi with his wife Vicki, and they have 4 adult children as well as 8 grandchildren.