Guiding Families Forward:
Behind every In3Generations experience is a team deeply committed to helping families navigate wealth, relationships, and long-term stewardship with clarity and care. Get to know the people supporting your family’s journey.
Our Professionals:
Kristen Heaney
Founder and lead facilitator of In3Generations, Kristen guides the firm’s vision and works directly with families and rising generations on identity, leadership, and family wealth continuity.
Celine Fitzgerald
Celine supports program facilitation, client experience, and asset management, helping design and deliver peer group conversations while contributing financial perspective and continuity across client engagements.
Vikki Rogers
Chief of Staff and senior facilitator at In3Generations, Vikki supports firm operations while working closely with families and next-gen participants to build confidence, communication skills, and role clarity within the family system.
Josh Ethier
Josh is the Marketing Director at In3Generations, leading social media strategy and digital storytelling to translate complex family wealth topics into clear, engaging content that builds awareness and connection.
Jamie Polanco
Jamie serves as a coach within In3Generations programs, working directly with participants to support personal growth, perspective-building, and practical application between sessions.
Eric Chaffiot
Eric is a coach within the In3Generations ecosystem, helping participants think more intentionally about leadership, governance, and long-term family continuity.
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“Family wealth is not just about what you build, it’s about how intentionally you prepare the people who will steward it.”
 Kristen Heaney
Founder of In Three Generations