Who We Are


My father passed away in 1985 in a tragic plane crash while skydiving. My parents were young and felt invincible, why did they need planning? Unfortunately he died with no planning, no money, and no life insurance... leaving me, my brother and my mother with a struggling Chinese restaurant and a bunch of debt. It would have been a classic "Go Fund Me campaign" had it existed in 1985.

Only a few days after my father's passing, my mother quit the restaurant business to start a financial planning practice so what happened to her wouldn't happen to anyone else; 33 years later, she is still using her personal story to convey the importance of proper planning.

Partnering with my mother in 2010, we formed Generational Financial Partners, LLC (GenFi), where your success is our mission. As a comprehensive fee based planner, I provide physicians with estate planning, financial planning, retirement solutions, and risk management strategies. There's nothing I enjoy more than developing customized plans to help you protect, prepare, and prosper. I promise each of my clients 3 things:

  1. I’ll always do what I say.
  2. Your interests will always be above mine.
  3. Anything I recommend, I'd recommend to my own family. It passes the "mom test."

I'm married to my middle school sweetheart, Jennifer, and we have two amazing sons together (Matty, age 7 and Arty, age 4).


Corina was born in Taiwan and earned her bachelor degree from National Chengchi University and her MBA degree from Eastern New Mexico University. She became a believer in life insurance when her husband passed away in an airplane accident, leaving her with two small children and no insurance.

Since joining New York Life in 1985, Corina has been Atlanta’s Agent of the Year over 20 times. She has also achieved Chairman’s Cabinet status over 15 times, which is awarded to the top 50 agents countrywide (out of 12,000+ agents). Corina is a Life Member of the Million Dollar Round Table and an active member of National Association of Insurance and Financial Advisors (NAIFA).

Corina enjoys traveling the world, speaking on behalf of the financial services industry. In fact, she has been the keynote speaker at conferences in Taiwan, Malaysia, Singapore, Korea, and China, among others. Additionally, Corina is a published author. Her book is a top seller in Asia.

As an active member of the local Atlanta Chinese Community, she has served on the Boards of both the Chinese Community Center and the Atlanta Taiwanese Chamber of Commerce.

When’s she’s not spending time with her grandson or playing cards with friends, Corina’s passion is helping people reach their financial independence, while simultaneously reducing life’s risk.


Andrew has always been someone who roots for the underdog, and he loves a good story where something is accomplished that no one thought could happen. One of the reasons he’s passionate about financial planning is that it can often play the role of an underdog in many people’s lives.

With proper planning Andrew knows that financial planning can play the role of underdog for many individuals. With proper planning, wise investments, and discipline, he believes everyone has an opportunity to reach a goal that is reasonably positioned and attainable. Similar to witnessing an athlete achieve their lifelong dream of winning a championship game or an Olympic medal, there is no better feeling to Andrew than to be able to assist in creating a comprehensive financial plan for protection, stability and wealth and to see a client follow through with their plan to achieve success.

When he’s not geeking out at the office, he has three lovely ladies in his life that keep him on his toes. Andrew’s wife Lindsay, and daughters Madisyn and Charlie. They all enjoy traveling (preferably someplace warm) and staying active. Oh yeah, can’t forget about his dawg “Giant” -he has Andrew’s back - most of the time.

Andrew is also an active member in his community and is a Board Member of the Norcross High School Foundation for Excellence.


Pat is the Director of Operations for Generational Financial Partners. She has been working side by side with the firm and its clients since 2006. Pat manages the overall daily operations and administrative functions at Generational Financial Partners.

Pat was born in Taipei, Taiwan and has lived in the United States for over 3 decades. She is a native speaker of 3 Chinese dialects and fluent in English as well. Pat studied Music and majored in Piano Performance at DeKalb College and University of Georgia. She taught piano and Music for many years while living in Clearwater, Florida. Pat is a past member of the Music Teachers National Association.



Email: trish@planforgenerations.com

Trish joined Generational Financial Partners in July 2015 and is the Director of Client Services for Benjamin Yin. She organizes, supervises and facilitates the workflow for Benjamin Yin’s clients.

Trish is from Louisville, Kentucky, but has had the privilege of living in several other states, such as Ohio, Michigan, Alabama, Tennessee and now Georgia. She earned her Bachelor of Science in English from Troy State University in Alabama. Prior to joining Generational Financial Partners, she worked in the medical imaging field for the last 9 years as a Quality Assurance Manager developing processes and creating efficiency.

Trish has been married to Dan for 20 plus years. They have two children Jordan (19) a student at Georgia Southern University and Brooklyn (16) a senior in high school about to head off to college. When she isn’t in the office Trish enjoys playing tennis and running outdoors.


Email: nate@planforgenerations.com

Nathan joined Generational Financial Partners in September of 2015. He obtained his Bachelors of Science in Business from Northeastern University in Boston, Massachusetts. Upon graduation he followed his high school sweetheart to Atlanta, Georgia so she could attend Graduate school at Emory University. Prior to joining Generational Financial Partners, Nathan was the Operations Manager and head Trader at a boutique investment management firm located in Atlanta.

In 2008, he married his high school sweetheart, Amy. They now have two beautiful children, Sydney and Charlie, and two wonderful dogs, Izzy and Bo Boy. Outside of work, Nathan enjoys nothing more than spending time with his family and being active outdoors.


Email: amanda@planforgenerations.com

Amanda joined Generational Financial Partners in 2012.

Amanda was born and raised in Stone Mountain, GA and moved to Norcross in 2006. Amanda majored in early childhood education at Georgia State University. She also majored in music performance at Converse College in South Carolina.

Prior to joining Generational Financial Partners, Amanda worked as a Licensed Insurance Agent and Licensed Assistant. Being a Licensed Service Assistant, Amanda has obtained her Life/Health Insurance License in the states of GA and FL, as well as her Property and Casualty Insurance License in the state of GA.

Amanda enjoys helping others plan for their futures and protect their families the way she would care for her own family. Amanda enjoys spending her free time with her 7 year old daughter, practicing yoga, and collecting glass art.