Our Team

Grounded in trust, integrity and mutual respect, we work as a team, drawing upon one another's distinctive knowledge and experiences, to provide our clients with financial advice and service tailored to their unique needs.

Kenneth F. Levy, CFP®

Wealth Manager, Executive Member

Ken began his career in financial advisory services in 1984, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Ken graduated from California State University, Sacramento with a bachelor's degree in business that included an emphasis in finance. Shortly thereafter, he received the CERTIFIED FINANCIAL PLANNERTM certification. Born and raised in Lodi, Ken understands and appreciates the value that local business owners, farmers and ranchers bring to the community. In order to help them successfully transition their businesses at retirement, through a sale, or upon death, Ken has taken advanced educational training in the area of Business Succession Planning. The areas of study include asset preservation and family dynamics, intra-family transfers, sales to third parties, ESOPs, buy-sell agreements, and integrated strategic planning for business owners. Along with business owners, Ken works with investors at or near retirement helping them with retirement income planning, tax reduction strategies, wealth transfer, and investment related tax-management.

Ken and his wife of over 30 years, Sandy, live in Lodi. They are “empty-nesters” with three children. Ken has a Master Degree in Christian Leadership from Crown College, and served on the pastoral staff of two, local churches. He also served as the Past President of the following organizations: San Joaquin County YMCA, San Joaquin County Leadership Prayer Breakfast, and Lodi Amateur Vintners Association. Currently, Ken serves as a National Board Member for Knights of the Vine, and as the President of Knights of the Vine-Lodi Chapter. He is a published author, an amateur winemaker, and the current Board Chairman for Knights of the Vine-Lodi Chapter. Together, Ken and Sandy enjoy traveling, wine tasting, playing cards, the live music available at the many wineries in and around Lodi.

Corey N. Daniel

Wealth Manager, Executive Member

Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging. After working at several technology companies, startups and Dot Coms in Silicon Valley, he began his career in financial advisory services in mid-2001. On September 11, 2001, Corey happened to be on the 61st floor of the South Tower of World Trade Center in NYC throughout the terrorist attacks. He was in training sessions with a major investment firm based in NYC. He evacuated down an emergency stairwell “A”, and fortunately, that stairwell didn’t collapse. Corey was about five blocks away when the South Tower fell. He has been thankful and counting his blessings every day since.

Corey focuses on fee-based financial advisory services, investment portfolio management, tax-reduction strategies, IRAs and retirement plan rollover services. In addition, Corey helps business owners establish and maintain qualified retirement plans, provides pension and profit-sharing analysis, and presents education about retirement plans for qualified plan participants.

Corey is a Past President and current member of the Lodi Lions Club. He serves as a member on the Session of Grace Presbyterian Church in Lodi, and is a past Board Member of the World of Wonders Science Museum in Lodi. Corey and his wife of over 24 years, Kim, enjoy vacationing and traveling with their four daughters in Lake Tahoe, New York, Santa Cruz and other points across the Globe.

Dudley McGee

Wealth Manager, Executive Member

Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates. During his second year of college, Dudley was in an automobile accident. During the three-month recovery, Dudley rethought his career choice and decided to become involved in the home building industry. He eventually acquired his General Contractors license and formed a small home building business for the construction of spec homes in the Santa Cruz area. Eventually, Dudley was offered a management position with one of the nation’s largest, privately-owned home builders. Over a ten-year period, Dudley became the President of Community Development in multiple regions and states on behalf of the company. In that role, Dudley managed the acquisition and development of properties valued, in total, in the hundreds of millions of dollars. When the financial crisis of 2008 struck, the company Dudley worked for eventually closed. Dudley was retained by the creditors to oversee the liquidation of assets and final wind down of the operations along the West Coast and Nevada.

Dudley began his public career in financial advisory services in 2010, after many years of personal investing in the stock market and related products. Dudley’s integrity, business acumen and work ethic led Ken Levy and Corey Daniel to approach him about becoming a member in a new wealth management group they wanted to form. Dudley agreed, and the 4thGen Wealth Management was formed to service clients. Dudley has worked with physicians, real estate developers, business owners, and investors utilizing fee-based advisory services to help clients implement a strategy for business and personal wealth management, portfolio management, retirement planning and asset protection.

Dudley and his wife of over 40 years, Deborah, have three successful daughters and two grandchildren. Dudley is a Past President of the Building Association of Delta, and a current member of the BIA of the Greater Valley. Together, Dudley and Debbie, enjoy boating, water skiing, family vacations, and spending time with their two grandchildren.

DeAnn Murray

Senior Client Service Associate

DeAnn began her career in financial services in 1987 as a Sales Assistant for Prudential Securities. Her professional background and experience give her tremendous insight into helping our clients with their day-to-day account service needs. DeAnn directly assists clients with opening and updating accounts, coordinating and reconciling client account transfers, and estate settlements.

DeAnn graduated from Willits High School with her identical twin sister, Donna Robbins, and went on to take assorted college and other advance courses related to her career. She lives on a ranch, and enjoys horse camping, fishing, woodworking, ranch projects, and drawing.

Meloney Celes

Client Service Associate

Meloney services our clients from our Lodi office location. In her role, Meloney handles requests from clients directly for money movement and all matter of client service requests related to account administration and maintenance. She also supports our Wealth Managers, updates client information, processes transfer requests, client mailings and manages client correspondence. Meloney’s empathy and sincere demeanor are two traits that our clients find most valuable. She has a warm greeting for you and anyone visiting our firm.

Prior to joining 4thGEN Wealth Management in June of 2023, Meloney graduated from Arroyo High School in San Lorenzo and brings her 25 plus years’ experience in the mortgage and financial services industries to serve you. Most recently she worked at a Registered Investment Advisor firm in Walnut Creek. Prior to that she worked for a large firm in San Francisco in the Private Client service center. In her spare time, Meloney enjoys traveling, and spending time with her family. Meloney is originally from the Bay Area and now lives in Tracy, California with her husband Julian and son Jesse.

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Our Team

Kenneth F. Levy, CFP®

Wealth Manager, Executive Member

Corey N. Daniel

Wealth Manager, Executive Member

Dudley McGee

Wealth Manager, Executive Member

DeAnn Murray

Senior Client Service Associate

Meloney Celes

Client Service Associate

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