Gene is a Director and Team Lead in the firm’s Family Office group. He has 9 years of experience serving high-net worth individuals, families, and foundations, 8 of which have been with Homrich Berg. He enjoys helping clients with 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), and Labradoodle (Hamilton). In his spare time, he enjoys golfing, attending Georgia Tech games, traveling and fly fishing.