True wealth extends beyond financial success. It is reflected in the impact we have on others, the values we pass along, and the communities we help strengthen over time.
That is why we are pleased to share that Michael Brady has been re-elected to serve a second four-year term on the Grand High Zeta, the international Board of Directors for Lambda Chi Alpha Fraternity, one of North America’s largest leadership and educational organizations.
Michael was elected alongside four fellow leaders from across the United States and will continue serving on the Fraternity’s governing board following its 61st General Assembly this summer.
While many know Michael through his work helping individuals, families, and business owners align their financial decisions with their values, his commitment to leadership and service extends far beyond his professional career.
For decades, Michael has volunteered with Lambda Chi Alpha in a variety of leadership and mentorship roles, including serving as a Chapter Advisor, leadership program facilitator, committee member, and mentor to undergraduate students. Since 2022, he has served as Grand High Phi on the Fraternity’s international board and currently chairs the Committee on Emblems and Ritual. In recognition of his service and leadership, he received Lambda Chi Alpha’s Order of Merit in 2021.
For Michael, these opportunities reflect a belief that leadership is ultimately about investing in people.
“One of the greatest privileges of leadership is helping others discover their own potential and purpose,” says Brady. “The relationships, mentorship, and lessons we share can influence lives for decades. Being entrusted with the opportunity to continue serving Lambda Chi Alpha is both an honor and a responsibility I deeply value.”
That perspective closely mirrors the philosophy that guides Generosity Wealth Management.
Whether helping clients prepare for retirement, navigate a business transition, support charitable causes, or create a lasting family legacy, the focus is never solely on numbers. It is about helping people align their resources with what matters most to them and empowering them to make a meaningful impact through the lives they lead.
As Michael begins another term of service with Lambda Chi Alpha, we congratulate him on this leadership opportunity and thank him for the example he continues to set through mentorship, stewardship, and service to others.
The most meaningful financial conversations rarely begin with numbers alone. They begin with people — their values, their families, the businesses they’ve built, and the legacy they hope to create through years of hard work and sacrifice.
That’s why we are excited to welcome Evan Faber to the Generosity Group team as Chief Business Officer for Generosity Business Exit Planning.
Evan brings a rare combination of operational insight, strategic leadership, and deeply human perspective to the work of helping founder-led businesses prepare for growth, transition, and long-term sustainability. His focus centers on helping business owners build companies that are not only successful today, but scalable, transferable, and resilient for the future — whether that future involves expansion, succession planning, leadership transition, or eventual sale.
In his role as Chief Business Officer, Evan will also be helping expand and strengthen the firm’s work in business transition readiness, value growth, and exit planning strategy. By the time this newsletter reaches clients, Evan will have earned his Certified Exit Planning Advisor (CEPA) designation, with his Certified Value Growth Advisor (CVGA) designation expected shortly thereafter.
These advanced certifications represent specialized training in helping business owners increase enterprise value, prepare for eventual transition, and reduce operational dependence on the founder — all while aligning business decisions with personal, financial, and legacy goals.
For many entrepreneurs, a business represents far more than a financial asset. It reflects years of risk, identity, relationships, and personal investment. Exit planning and value growth work are not simply about preparing for a future sale; they are about building healthier, more sustainable businesses that create greater freedom, opportunity, and long-term security along the way.
Preparing a business for transition readiness often requires more than financial planning alone. It requires thoughtful alignment between operations, leadership, culture, and long-term vision — areas where Evan’s experience and approach make him uniquely equipped to guide conversations with both clarity and care.
Throughout his career, Evan has worked across operations, revenue strategy, and organizational alignment in a variety of business environments. He is known for bringing calm, disciplined thinking to complex decisions — especially during seasons where business and personal priorities become closely intertwined. His ability to combine practical execution with thoughtful communication reflects the same client-centered philosophy that continues to define the Generosity Group family of companies.
Evan’s leadership extends beyond business advisory work as well. He previously served as Chair of the Downtown Boulder Partnership and as a board member of TGTHR, supporting efforts focused on community development and ending youth homelessness. His commitment to strengthening both organizations and communities aligns naturally with the mission and values that drive our team.
There is also a side of Evan that clients may quickly come to appreciate: his curiosity and perspective. Trained as a sommelier, Evan often describes business the same way he describes wine — layered, nuanced, and shaped by what is happening beneath the surface. While he jokes that he has not yet compared a balance sheet to a Bordeaux during a client meeting, the comparison speaks to the thoughtful way he approaches leadership, growth, and long-term value creation.
As the Generosity Group continues to grow, we remain intentional about building a team that helps clients navigate the full picture of wealth, business ownership, legacy, and life transition with confidence and clarity. Evan’s addition further strengthens our ability to serve business owners through some of the most important — and often deeply personal — decisions they will ever make.
We are thrilled to welcome Evan to the team and look forward to the insight, leadership, and perspective he will bring to our clients and community for years to come.
Growth at Generosity Wealth Management has never been about getting bigger—it’s about getting better.
As more individuals and families seek a more thoughtful, relationship-driven approach to financial planning, we’ve continued to grow in a way that reflects what matters most: personalized guidance, meaningful connections, and a commitment to doing things the right way.
Autumn Davidson, Advisor at Generosity Wealth Management
We’re excited to share the addition of Autumn Davidson to our team—someone who, in many ways, has been part of our story from the verybeginning of her career.
Autumn joins Generosity Wealth Management as a Financial Advisor, bringing with her both strong technical experience and a genuine passion for client care.
Her journey with the firm began during her time at the University of Colorado Boulder, where she interned with our team while earning her Bachelor of Science in Business Administration with an emphasis in Finance and Real Estate from the Leeds School of Business. Even early on, it was clear she approached the work differently—with curiosity, intention, and a natural ability to connect with people.
After graduating, Autumn launched her career with Equitable Advisors, where she gained valuable industry experience and continued to refine her approach. But over time, she felt a pull back toward a more relationship-centered model—one that aligned more closely with how she believes financial advice should be delivered.
Her return to Generosity Wealth Management reflects that alignment.
“Autumn stood out to us from the beginning—not just for her capability, but for how she approached people and relationships,” said Michael Brady. “Seeing her go out, gain experience, and then choose to come back to a firm that aligns with her values says a lot about who she is and the kind of advisor she’s becoming. We’re really excited to have her back.”
Autumn believes that great financial advice starts with great service. She takes pride in building meaningful relationships with her clients, ensuring they feel heard, understood, and confident in their financial decisions. Her approach centers on providing personalized strategies and consistent support to help clients navigate every stage of life.
Based in Denver, Autumn brings both a local connection and a fresh perspective to our growing team—while already understanding the philosophy and approach that define how we serve our clients.
As our firm continues to evolve, we’re intentional about how we grow.
Many of the relationships we’ve built over the years have come through introductions—from clients, friends, and professional partners who trust us to care for the people important to them. It’s something we’re incredibly grateful for, and something we don’t take lightly.
Welcoming team members like Autumn allows us to continue delivering that level of care, while also ensuring we have the capacity to support new relationships in a thoughtful and meaningful way.
If there’s someone in your life who would benefit from a more personalized, relationship-driven approach to financial planning, we’re always grateful for the opportunity to connect.
We’re excited for you to get to know Autumn and the perspective she brings to Generosity Wealth Management.
Because at the end of the day, this work isn’t just about managing wealth—it’s about helping people move forward with clarity, confidence, and purpose.
True success is about more than numbers—it’s about aligning wealth with purpose and possibility. Few people embody that philosophy more fully than Janelle Lind, and we are thrilled to share that she has been honored with the prestigious Spirit of Cambridge Award.
The Spirit of Cambridge Award is given to individuals who go above and beyond in their service, commitment, and impact. Watching Janelle receive this recognition was both inspiring and deeply deserved. Her video, unveiled at Cambridge Ignite, captured not just her professional expertise but her heart for people and the difference she makes through her work.
For us, this award is also personal. Janelle is the person Mike turns to for compliance guidance, and she has been a trusted partner for years. In his own words:
“It’s a privilege to work with Janelle. She doesn’t just talk about aligning wealth with purpose and possibility—she lives it. She walks the walk, and her example challenges all of us to aim higher, not only in our work but in how we serve others.”
That spirit extends well beyond her role at Cambridge. Janelle has been a champion for causes like Frontier Horizon, supporting children and families in need and encouraging others to get involved. Her ability to weave integrity, generosity, and genuine care into everything she does makes this award especially fitting.
At Generosity Wealth Management, we’re grateful for the opportunity to work alongside someone whose values shine so brightly. Congratulations, Janelle, on this well-earned honor. You inspire us all to continue building lives—and legacies—that matter.
This summer, I had the privilege of returning to Frontier Horizon’s Camp Dreamland in Ukraine—a place that has captured my heart. I’ve volunteered at this camp several times now, and each time I am astounded by the impact it has—not only on the children, but on me as well.
From the moment the kids arrived, tired and anxious after long journeys, I was reminded why this work matters so deeply. Some whispered their needs in heartbreaking simplicity: “I want to eat, I want to sleep, I want to go to mama.” But within hours, through rest, crafts, and friendship, I watched those same children begin to smile, dance, and open up.
What moves me most are not the big programs, but the small, tender moments. Sharing tea and birthday cake with a girl separated from her younger brother in foster care. Watching kids laugh at instant Polaroid photos—“amazed by ancient technology,” as one volunteer joked. Quietly giving a boy a tablet for school and hearing his whispered words: “Thank you, Mike and John.”
For many campers, this was their first time in the mountains, their first time sleeping through the night without sirens. One told me simply, “I can sleep here—it’s so quiet.” That peace, so ordinary to us, was extraordinary to them.
Evenings ended with music, games, and dancing. On the final day, each child received a small “Dreamland passport” as we sang together. Tears flowed as kids clung to hugs and said, “I don’t want to go home.” A counselor responded with words I’ll never forget: “Let us hope for peace there, huh?”
Every year I leave Camp Dreamland carrying these voices with me. These children teach me about resilience, joy, and courage in ways that stay with me long after I return home.
I’m deeply grateful for the friends and sponsors who make this possible. Your generosity provided trauma counseling for staff, scholarships for campers, and the activities that filled their days with laughter. Together, we created something powerful: a safe haven where children could dream again.
I’ve seen the impact firsthand, year after year. And I can tell you—it’s worth it. I invite you to join me in supporting Frontier Horizonso more children can experience Camp Dreamland in the summers to come.
In this quarter’s video, Mike Brady—founder of Generosity Wealth Management and the Generosity Group—steps away from the noise and into the quiet of Wyoming to share something deeper than market headlines. Drawing from 34 years and over 15,000 trading days of experience, Mike offers timely insights on what it takes to succeed in today’s financial world: humility, emotional discipline, objectivity, and a clear sense of purpose.
Whether you’re new to working with us or have been with us for years, this update is a reminder that true financial success isn’t about predicting the market—it’s about preparing for what matters most to you.
Watch the video now to hear Mike’s reflections and the mindset that continues to guide our clients through uncertainty, opportunity, and lasting legacy.
Transcript
Hello, I’m Mike Brady with Generosity Wealth Management, a comprehensive, full-service financial services firm headquartered in Boulder, Colorado, though I’m recording this from my place in Wyoming. I believe strongly in stepping out of your routine to think and brainstorm, and being up here in Wyoming gives me plenty of opportunity for that. This is the year-to-date video for the end of the second quarter.
First, I’d like to extend a warm welcome to all our new clients who’ve joined us in the last two or three months. I recently integrated another professional’s clients into my business and have enjoyed meeting many of you. You’re the kind of clients I love working with, and I’m thrilled to have you on board. Generosity Wealth Management is growing, and I’m excited about the future. I’ve been in this industry for 34 years, with Generosity Wealth Management established for 18 of those, and we’re building a legacy that will outlast me and others. We’re always looking for new clients, so if you’ve had a positive experience with us, please consider referring others who might benefit from our services, especially business owners looking to sell their business in the next three to five years. That’s my specialty—helping maximize value and manage the impact on personal wealth.
You can learn more about our work at generosity-group.com, the company I founded to align wealth with purpose and possibility. We do this through three key areas: Generosity Wealth Management, offering comprehensive financial services; Generosity Estate Planning, ensuring dignity and control over your assets and medical decisions during your lifetime and beyond; and Generosity Business Exit Planning, tailored for business owners preparing for a sale. Please visit the website to explore these services further. Additionally, I’m part of Ed Slott’s Elite Advisors Group because, outside of your home, your retirement account is often your biggest asset, and taxes are typically your largest expense. Being an expert in both is critical to serving you effectively.
Now, let’s reflect on the last quarter and year-to-date lessons. If you’re looking for a highly technical market analysis, this isn’t the place—you can find that on CNBC, Fox Business News, or other financial websites. My focus here is on the broader lessons. The first is humility. No one can predict the future with certainty. Three months ago, many were confident in their forecasts, yet April was a tough month, followed by a recovery in June that few anticipated. Over my 34 years and 15,000 trading days since 1991, I’ve learned the market always surprises. History may not repeat, but it rhymes, and humility is essential when approaching an inherently uncertain future.
Another key lesson is objectivity. Personal biases—whether political or otherwise—can cloud your judgment. If you lean strongly one way politically, you might gravitate toward news or people that reinforce your views, leading to confirmation bias. I proactively avoid this by seeking diverse perspectives, as I shared in last month’s newsletter with resources like allsides.com and groundnews.com. These platforms present the same story from left, right, and center viewpoints, helping me form my own conclusions.
Discipline and emotional control are also critical. Every year brings trepidation—whether it’s a politician you dislike, a global conflict, market fads, or significant declines. Volatility is normal; most years see at least a 10% drop in unmanaged stock market indexes. My videos consistently highlight that three out of four years are positive, but declines are part of the journey. Emotional discipline ensures a more enjoyable financial path. Money is meant to help you relax and achieve your goals, so your investments must align with your time horizon. Funds needed in the next month or two shouldn’t be in the market, while those for five, ten, or twenty years can weather volatility. Knowing your personal goals and maintaining discipline is key.
We could dive into tactical details about the past or upcoming quarters, but without the foundation of discipline, emotional control, and a clear time horizon, those details are secondary. Focus on the right questions to maximize your chances of achieving your goals.
That’s it for this quarter. I’ll be back with another video next month. If you have questions or concerns, reach out to me at 303-747-6455 or via email, which is displayed on the screen. I hope you’re having a wonderful summer. Bye-bye.
