Gene joined Homrich Berg in January 2014 after his time at another Atlanta-based, fee-only advisor. In his current role, Gene monitors and services clients’ personalized financial plans by focusing on investment management, cash flow planning, income tax planning, and estate planning.
Gene graduated from the Georgia Institute of Technology’s Scheller College of Business with Highest Honors and earned a Bachelor’s of Business Administration with a concentration in Finance and a certificate in Marketing. He successfully completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
A native Atlantan, Gene lives in Brookhaven with his wife, Becca. In his spare time, he enjoys attending Georgia Tech and Atlanta sporting events, traveling, fly fishing, music, and spending time with friends and family.