For decades, we’ve helped our clients build financial plans that take their goals and aspirations to heart—including how they want to make an impact with their wealth. We help our clients see the big picture, going beyond financial worries and into financial freedom.
Our team of financial advisors has helped hundreds of families in the Santa Cruz Valley and beyond understand their financial situation so they can steward their relationships, hobbies, and wealth without worry. We’re a fiduciary, meaning we provide objective advice that’s in your best interest. From planning for the future to executing your plan when you retire, our team will walk with you and help ensure that you are ready to spend your golden years in a way that reflects your values.
Why are we called “Generous” Wealth Advisors? It all stems from our founder Bill’s vision to empower our clients to achieve financial freedom and open doors to meaningful saving, spending, and giving. We believe that true freedom allows you to make choices that align with your values—whether that’s blessing your heirs, supporting causes you care about, or dedicating your time and talents in retirement. We are here to help you steward your wealth wisely so you can create a lasting legacy and make an impact in ways that matter most to you and your family.
We don’t offer cookie-cutter solutions. We strive for clarity in your unique situation.
You won’t be left in the dark about your financial plan. You can be as involved in the process as you want to be.
We start by getting to know you before we build your plan—and we strive to grow that relationship as we implement and manage it.
In April 2004 Bill opened W. F. Stevens Financial Advisors, LLC. Prior to forming his own company, Bill was a financial advisor in Green Valley for 10 years with A.G. Edwards & Sons, Inc.
In 2005 Bill became a member of Kingdom Advisors, a community of Christian financial professionals integrating faith and practice for Kingdom impact. He leads the Kingdom Advisors Study Group in Tucson which meets monthly for lunch, learning, and fellowship.
Bill is a past president and former member of the board of directors of the Gospel Rescue Mission, a faith-based homeless shelter and long-term restoration program based in Tucson, Arizona. He is a past president and former member of the Valle Verde Rotary Club of Green Valley. He is also a past board member of the Community Performance & Arts Center as well as the Country Fair White Elephant in Green Valley.
Bill has spoken throughout Southern Arizona in support of Cuirim House, a faith-based outreach center in Nogales, Sonora, Mexico, the goal of which is to alleviate material & spiritual poverty and develop leaders in a tough part of the world.
Bill, his wife, Tammi, and their six children live in Green Valley where their respective families have lived for over 40 years. They enjoy hiking, mountain biking, road trips and home educating their children.
The Stevens are members of Grace Church of Sahuarita, where Bill serves as an elder, a member of the men’s ministry leadership team, and a youth group leader.
Bill was born in Grosse Pointe, Michigan. He grew up in the Denver, Colorado, area and moved to Green Valley, Arizona, at age 16. A graduate of Sahuarita High School, Bill received a bachelor’s degree in civil engineering from the University of Arizona. He was a seagoing officer in the United States Navy for five years, serving in combat during Operation Desert Storm.
Bill enjoys target shooting and has sponsored gun safety classes for clients and their friends. In June 2011, Bill completed an intensive program to become a licensed Emergency Medical Technician. Bill enjoys an occasional golf lesson, but does not golf regularly, believing he would be the first person to achieve a triple digit golf handicap.
Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009, he has engaged in real estate investments, property management, and small business ventures. He has served clients nationwide and in all life stages.Trey is an ideal fit for Generous Wealth’s mission to help clients optimize their finances for purpose, joy, and impact. He chose Generous Wealth for our commitment to being our clients’ most trusted resource for financial advice and our reputation as an independent fiduciary advisory firm in the greater Tucson area.
Before joining Generous Wealth, Trey was the Senior Wealth Advisor for a nationwide firm that received many accolades, including Forbes Best-in-State. Prior to moving to Tucson in 2019, he worked for another nationwide firm that focused exclusively on the unique financial challenges of physicians.
Among other civic and community commitments, Trey is the former president of the Southern Arizona Financial Planning Association, a current board member of FPA of Arizona, and an active member of the Southern Arizona Estate Planning Council. He also holds a bachelor’s degree, two master’s degrees, as well as Series 66 registration and Life and Health licenses.
Trey and his wife Angela have two children, Titus and Blaise. He is dedicated to coaching, mentoring, supporting, and working with at-risk youth and coming alongside their caregivers. Trey is a self-declared “un-sophisticated foodie” who enjoys serving, learning, mentorship relationships, reading, working out, and playing in the great outdoors with his two boys.
Debbie joined our team in March 2021 as our Operations Manager.
Debbie relocated with her husband to Tucson from the Chicago metropolitan area in 2019. Prior to her move to Arizona, Debbie enjoyed a 30+ year career in the banking industry in Chicago. Debbie’s focus has always been on exceptional client service and branch management.
Debbie and her husband have 2 adult children. Their son is an oncology pharmacist, and their daughter is an ICU nurse. In their free time, she and her husband enjoy spending time with friends, serving in their church and venturing out to see all that Arizona has to offer.
Emily Glabe serves as Client Services Manager. Emily is a true native of Southern Arizona. She grew up in Amado, Arizona and later moved to Green Valley. She attended Sahuarita High School and graduated form Sahuarita Edge Charter High School. She furthered her education at Pima Community College. She enjoys spending time with her 3 children and her large extended family. She brings deep administrative experience and skills and enjoys working with people.
designation, and Certified Kingdom Advisor designation.
Sally has been in the financial services industry since 2008, starting with Ameriprise Financial Services and then moving to other private wealth management companies when she moved to Tucson in 2018. She graduated from Appalachian State University with a BS in Communications and Marketing and is a licensed AZ notary.
She adds value to our clients by having years of experience in the financial services industry. She listens to the clients’ needs and addresses them quickly and efficiently.
Sally has 3 sons, two are living in Tucson and one lives in Pennsylvania. She has a
rescue cat named Sunny.
Most weekends you will find Sally on the dance floor at one of Tucson’s local
establishments or on a weekend road trip. She is always up for something fun!
As CEO of EverSource Wealth Advisors and CEO of BMSS Wesson Wealth Solutions, Mark envisioned and spearheaded the launch of these new initiatives in 2016. He leads enterprising teams in fulfilling the multi-faceted vision of both ventures.
Mark’s career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics. Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management. Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank. As VP of Institutional Accounts at Highland Capital, Mark advised over two hundred wealth advisors and over forty wealth management teams in fourteen states.
Mark has traveled extensively, consulting with and personally investing in business-as-missions companies globally. He and his wife, Missi, have been married for 33 years and are parents of four children and three grandchildren. When he’s not establishing new businesses, following investment trends, or analyzing spreadsheets, you are likely to find Mark fishing at his family lake house, welcoming local international students to Birmingham, or cheering for the Crimson Tide.
As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.
Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
As general counsel, head of enterprise risk, and chief compliance officer, Glenn holds executive-level oversight for all EverSource legal matters. He develops strategic plans, implements and administers policies, and acts as liaison with regulatory authorities.
Before joining EverSource, Glenn was president of Birmingham Theological Seminary for 11 years. Prior to his time at BTS, he practiced law for more than 15 years with two leading Alabama law firms and served as the regional director for Peacemaker Ministries. Glenn practiced general business law, litigation, and alternative dispute resolution as a member of Wallace, Jordan, Ratliff and Brandt, LLC. As a partner with Balch & Bingham LLP he focused on environmental law, public policy, and governmental affairs. Glenn’s law practice has also involved regulatory work in the securities industry related to establishment and compliance of broker-dealers, insurance agencies, and registered investment advisory firms.
Glenn has taught courses as an adjunct professor at the Cumberland School of Law and the Handong International Law School, and has been published in Alabama Lawyer, Cumberland Law Review, and Alabama Law Review. He has served as general counsel for The King’s Home and as a certified Christian conciliator for the Institute for Christian Conciliation. While a student at the University of Alabama School of Law, Glenn was selected as a senior editor of the Alabama Law Review.
Glenn is a ruling elder in the Presbyterian Church in America and has served as moderator for Evangel Presbytery. Residents of the Birmingham area for more than 30 years, Glenn and his wife Mary Ann, are parents of four children. Glenn aspires to be an ultra-marathoner, but generally only makes about three miles. On the positive side, that leaves him enough time to enjoy another biography or a game with his family.
