Gene began his career in the investment business in Florida in 1983. He relocated to Somerset, Kentucky in 1987 to be near family. With over 30 years of experience, Gene is extensively trained in financial, retirement, and estate planning. Whether your needs are for increased income, tax savings, building wealth for education and retirement, or efficiently transferring wealth to your heirs, he can guide you to work towards achieving your personal goals. He takes pride in the fact that the vast majority of his clients have entrusted their assets to him for many years and have become his good friends.
Gene has two grown and married children, Adam and Sarah, and is blessed with five grandchildren. He enjoys church activity, travel, boating, scuba diving, and playing the guitar.
Education: University of Cincinnati, 1980, Summa Cum Laude, Bachelor of Science in Business
Licensing: FINRA Series 7 General Securities with LPL Financial, FINRA Series 8 General Securities Sales Supervisor with LPL Financial, FINRA 65 Registered Agent & Investment Advisor Representative with Keystone Financial Group, KY Licensed Insurance Agent for Life, Health and Variable Annuities.