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Welcome

Gene works with a select group of families, individuals, businesses and organizations to manage, grow, protect and transition their wealth. His clients are usually retired, or within ten years of retirement. His focus is on reducing volatility, protecting against inflation and taxes and developing custom plans to preserve clients' accumulated wealth for the next generation.


Gene aims to build personal relationships with his clients and their families. He listens to obtain an understanding of his clients' goals and objectives, then analyzes and develops strategies designed to help them achieve their goals over time. Through regular reviews, he monitors, evaluates and makes adjustments to help keep clients on track. He strives to be independent, objective and unbiased in his delivery; mindful of controlling costs and expenses.


Gene began his career in 1987 at A.G. Edwards & Sons and later joined Wachovia Securities. He served as a financial advisor to affluent investors there and at successor firms until 2017 when he chose to move his practice to Janney Montgomery Scott. He is a graduate of the University of South Carolina, attended New York University and has been active in the Montgomery Township Economic Development Committee and Rotary Club.

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