Gene is a Senior Wealth Advisor and Shareholder in HB Wealth’s Family Office division. He has 11 years of experience serving high-net-worth individuals, families, and foundations, 10 of which have been with HB Wealth. He advises clients on all aspects of their financial plans but has a particular interest in complex estate planning.
Gene graduated from the Georgia Institute of Technology’s Scheller College of Business with Highest Honors and earned a Bachelor of Business Administration with a concentration in Finance and a certificate in Marketing. He is a CERTIFIED FINANCIAL PLANNER® professional.
A native Atlantan, Gene lives in Brookhaven with his wife (Becca), young son (Gene IV), daughter (Vivian), and Labradoodle (Hamilton). In his spare time, he enjoys golfing, attending Georgia Tech games, traveling, and fly fishing.