Next Gen
Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.
24 Mar 2026
Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function
What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an advanced certified ADHD Educator, Advocate, Consultant, and Coach, for an open and empowering conversation about neurodiversity, executive functioning, and self discovery. Drawing from her own personal journey with ADHD, Shannon shares how lived experience became a mission to help individuals and families feel seen, supported, and capable. Together, Tim and Shannon explore the realities of living with ADHD at every stage of life, from identifying common signs in children and adults to navigating stigma, self doubt, and misunderstanding.
09 Mar 2026
Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn
What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA®, welcomes Tony Hemmelgarn, President and CEO of Siemens Digital Industries Software, for an expansive, behind the scenes conversation. Tony shares his early life and career beginnings, charting his path to leading global operations and shaping the future of digitalization, artificial intelligence, and cloud technology. Together, they explore how Siemens is driving digital transformation across industries while upholding trust, cybersecurity, and a strong culture of innovation.
03 Feb 2026
From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle
What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefield to the boardroom, revealing how the psychology of leadership and results-driven execution can empower anyone facing tough decisions. Hear firsthand stories of leading teams in high-pressure environments, the challenges of transitioning from military to civilian life, and practical strategies for building resilience and mental toughness.
Contact information
Contact information
InterGen Wealth Partners
3601 Rigby Road
Miamisburg, OH 45342
